[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Finsee_main Finsee Several companies have recently reported strong quarterly earnings, including General Dynamics, Garmin, AMD, and Equinox, driven by robust growth in various segments. Companies like Albemarle and ResMed have demonstrated strength in challenging markets, with Albemarle's cost management and productivity gains driving growth and ResMed's margin strength impressing despite growth deceleration. Notable mentions include IREN's transformational quarter with a landmark Microsoft deal and Natera's record growth and massive guidance raise. ### Engagements: XXXXX [#](/creator/twitter::1653727125759721472/interactions)  - X Week XXXXXX +9.90% - X Month XXXXXXX -XX% ### Mentions: XXX [#](/creator/twitter::1653727125759721472/posts_active)  - X Week XXX -XX% - X Month XXXXX +1% ### Followers: XXXXX [#](/creator/twitter::1653727125759721472/followers)  - X Week XXXXX +2% - X Month XXXXX +19% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1653727125759721472/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXXX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% [gaming](/list/gaming) XXXX% [currencies](/list/currencies) XXXX% [luxury brands](/list/luxury-brands) XXXX% **Social topic influence** [strong](/topic/strong) 27.05%, [core](/topic/core) 10.31%, [business](/topic/business) 9.02%, [flow](/topic/flow) 5.48%, [cash flow](/topic/cash-flow) #167, [acquisition](/topic/acquisition) #979, [$6753t](/topic/$6753t) #1949, [ai](/topic/ai) 2.09%, [momentum](/topic/momentum) #897, [the first](/topic/the-first) XXXX% **Top accounts mentioned or mentioned by** [@reservadevalor](/creator/undefined) [@mrfeeny7](/creator/undefined) [@tohjah7809](/creator/undefined) [@uranium8881](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Reflexer Ungovernance Token (FLX)](/topic/$flx) [SM Energy Company (SM)](/topic/$sm) [Eroscoin (ERO)](/topic/$ero) [Donaldson Company, Inc. (DCI)](/topic/$dci) [Canadian Imperial Bank of Commerce (CM)](/topic/$cm) [The Toronto-Dominion Bank (TD)](/topic/$td) [ChargePoint Holdings, Inc. (CHPT)](/topic/$chpt) [Kymera Therapeutics, Inc. Common Stock (KYMR)](/topic/$kymr) [YieldBasis (YB)](/topic/$yb) [BRP Inc. Common Subordinate Voting Shares (DOOO)](/topic/$dooo) [Kroger Co (KR)](/topic/kroger) [Docusign Inc (DOCU)](/topic/$docu) [ServiceTitan, Inc. Class A Common Stock (TTAN)](/topic/$ttan) [AGIX (AGX)](/topic/$agx) [domo (DOMO)](/topic/$domo) [Cooper Companies, Inc. (COO)](/topic/$coo) [Victoria's Secret & Co. (VSCO)](/topic/$vsco) [Academy Sports and Outdoors, Inc. (ASO)](/topic/$aso) [Cal-Maine Foods Inc (CALM)](/topic/$calm) [Neogen Corp (NEOG)](/topic/$neog) [Helen Of Troy Ltd (HELE)](/topic/$hele) [Bridge Mutual (BMI)](/topic/$bmi) [Pegasystems Inc (PEGA)](/topic/$pega) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Euronet Worldwide Inc (EEFT)](/topic/$eeft) [FansTime (FTI)](/topic/$fti) [AutoNation, Inc. (AN)](/topic/$an) [Gentex Corp (GNTX)](/topic/$gntx) [Carter's Inc. (CRI)](/topic/$cri) [Franklin Electric Co Inc (FELE)](/topic/$fele) [ForTube (FOR)](/topic/$for) [SiteOne Landscape Supply, Inc. (SITE)](/topic/$site) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Aventus (AVT)](/topic/$avt) [Penske Automotive Group, Inc. (PAG)](/topic/$pag) [Gildan Activewear Inc. (GIL)](/topic/$gil) ### Top Social Posts Top posts by engagements in the last XX hours "$FLX earnings: FlashEx: Revenue Down Profits Squeezed by Costs But Sequential Orders Rebound BingEx (FlashEx) reported a challenging quarter with persistent competition driving a year-over-year revenue decline. While a sequential rebound in order volume offers a glimmer of hope it was overshadowed by a worrying sequential drop in gross margin and a surge in operating costs particularly G&A. The headline jump in net income attributable to shareholders is misleading resulting from an accounting change rather than improved business performance. For Bulls: The XX% sequential growth in orders" [X Link](https://x.com/Finsee_main/status/1957758492225274113) 2025-08-19T10:56Z 4995 followers, XXX engagements "$ASO earnings: Academy Returns to Positive Comps Lifts Low-End of Guidance Academy delivered a solid quarter highlighted by a return to positive comparable sales for the first time since 2021. The performance was driven by strong eCommerce growth and successful strategic initiatives particularly the Nike and Jordan brand expansions. This positive momentum led management to raise the low end of their full-year guidance for sales and EPS signaling increased confidence. For the Bulls: The +0.2% comp is a significant inflection from last quarters -XXX% decline proving the companys strategy is" [X Link](https://x.com/Finsee_main/status/1962851013510955084) 2025-09-02T12:12Z 4999 followers, XXX engagements "$CALM earnings: Cal-Maine Foods: Record Quarter Driven by Specialty Eggs and Prepared Foods Expansion Cal-Maine delivered its strongest first quarter in history firing on all cylinders. The results showcase a successful strategic pivot with the newly acquired Echo Lake prepared foods business contributing significantly to revenue and validating the companys diversification strategy. This combined with continued strength in higher-margin specialty eggs and a favorable pricing environment for conventional eggs led to a powerful beat across the board. For the Bulls: The story is compelling. The" [X Link](https://x.com/Finsee_main/status/1973344627420807500) 2025-10-01T11:09Z 4997 followers, XXX engagements "$NEOG earnings: Turnaround in Motion But Core Business Still Pressured Neogens first quarter under new CEO Mike Nassif was a mixed bag defined by decisive actions but continued underlying weakness. While the headline Net Income looks strong its artificially inflated by a one-time gain from a divestiture. The real story is in the adjusted numbers which show significant Y/Y declines in profitability and ongoing margin compression. For Bulls: The key positive is the reaffirmation of full-year guidance signaling managements confidence in a strong second-half recovery. The new CEO is moving" [X Link](https://x.com/Finsee_main/status/1976249269704077483) 2025-10-09T11:31Z 5002 followers, XXX engagements "$HELE earnings: Helen of Troy (HELE): A Sobering Reset Under New Leadership A significant beat on heavily reduced Q2 expectations is overshadowed by a massive goodwill impairment a weak full-year outlook and a critical warning about a potential debt covenant breach. While new CEO Scott Uzzell brings a fresh perspective he inherits a business facing severe tariff pressures weakening consumer demand and now significant financial risk. The bull case hinges on a very strong second-half recovery that seems optimistic while the bear case is bolstered by fundamental deterioration and the new" [X Link](https://x.com/Finsee_main/status/1976250826663297063) 2025-10-09T11:38Z 4998 followers, 1019 engagements "$BMI earnings: Badger Meter: Margin Guidance Raise Signals Confidence Overcoming Cautious Outlook Badger Meter reported a strong third quarter beating the cautious sequential guidance from last quarter with solid year-over-year growth. The standout positive was the company raising its long-term normalized gross margin guidance indicating strong confidence in its ability to manage costs and benefit from a favorable product mix. While management noted typical fourth-quarter seasonality the underlying trends and upgraded margin profile strengthen the bull case. What bulls will like: The company" [X Link](https://x.com/Finsee_main/status/1980616111403028855) 2025-10-21T12:44Z 5003 followers, 1045 engagements "$PEGA earnings: Pega: Strong Cash Flow & Cloud Growth Mask Backlog Concerns Pegasystems (PEGA) reported a solid Q3 with strong Pega Cloud ACV growth and impressive cash flow generation continuing its aggressive share buyback program. However a significant deceleration in backlog growth raises questions about the forward-looking trajectory creating a mixed picture for investors. While the quarter demonstrated strong execution and profitability the sustainability of top-line momentum is now the key focus. Bull Case: Bulls will focus on the constant currency acceleration in Pega Cloud ACV growth" [X Link](https://x.com/Finsee_main/status/1980730035095928915) 2025-10-21T20:16Z 4998 followers, 1175 engagements "$MOH earnings: Molina Healthcare: Another Sharp Guidance Cut as Medical Costs Spiral Marketplace Woes Deepen Molinas Q3 results were exceptionally weak defined by a significant earnings miss and another drastic reduction in full-year guidance. The core issue remains the same as last quarteran intensely challenging medical cost environmentbut the magnitude has clearly worsened particularly in the Marketplace and Medicare segments. The new full-year adjusted EPS guidance of $XXXXX is a severe cut from the already lowered $XX floor provided just three months ago raising serious questions about" [X Link](https://x.com/Finsee_main/status/1981107078245863863) 2025-10-22T21:15Z 5000 followers, 3265 engagements "$EEFT earnings: Euronet: Strong Bottom Line and Reaffirmed Guidance Overshadow Softer Revenue Euronet delivered a mixed but ultimately positive quarter. The company posted strong XX% adjusted EPS growth beating internal expectations and leading to a confident reaffirmation of its full-year 12-16% earnings growth guidance. Bulls will focus on this bottom-line execution and the reaffirmed outlook as proof of managements ability to navigate a tough environment. However bears will point to the significant slowdown in top-line growth with consolidated revenue up only X% on a constant currency" [X Link](https://x.com/Finsee_main/status/1981315002817819058) 2025-10-23T11:01Z 4998 followers, XXX engagements "$FTI earnings: Strong Cash Flow Fuels Massive Buyback and Guidance Raise TechnipFMC delivered a strong third quarter highlighted by exceptional free cash flow generation. This financial strength allowed the company to significantly raise its full-year 2025 free cash flow guidance and announce a massive $X billion increase to its share repurchase authorization. While inbound orders were solid they didnt quite keep pace with the prior year but the companys confidence is underscored by its newly initiated robust financial guidance for Subsea in 2026. For the Bulls: The story is all about cash" [X Link](https://x.com/Finsee_main/status/1981321691830661219) 2025-10-23T11:27Z 5002 followers, XXX engagements "$AN earnings: AutoNation: After-Sales & Finance Shine But New Car Margins Contract AutoNation delivered a strong quarter driven by impressive performance in its After-Sales and burgeoning AN Finance segments leading to a XX% jump in adjusted EPS. However significant pressure on new vehicle gross profit per unit signals a tougher pricing environment a key point for bears to watch. The overall results appear solid with the diversified business model effectively offsetting weakness in new car profitability making the bull case more compelling for now. For the Bulls: Adjusted EPS of $XXXX was up" [X Link](https://x.com/Finsee_main/status/1981324534121947425) 2025-10-23T11:39Z 4996 followers, XXX engagements "$GNTX earnings: Gentex Q3 FY25: Strong Margins and Raised Guidance Offset Core Revenue Decline Gentex reported a mixed but ultimately positive quarter. While core revenue declined year-over-year due to significant weakness in Europe and China the company demonstrated impressive cost control leading to strong gross margin expansion. The highlight was the raised full-year guidance for several key metrics including a notable increase in the forecast for the beleaguered China market. This suggests that while external headwinds are real internal execution is providing a powerful offset. The Bull" [X Link](https://x.com/Finsee_main/status/1981713030430724448) 2025-10-24T13:22Z 4999 followers, XXX engagements "$CRI earnings Profitability Collapses Under Tariff and Cost Pressures Prompting Major Restructuring This was a very tough quarter for Carters. While the top line is stable and U.S. retail shows signs of life profitability has fallen dramatically. The central issue is the impact of new tariffs which is proving to be much worse than initially communicated. Management is responding decisively with a significant cost-cutting and restructuring plan but this signals deep underlying challenges. For Bulls: The business has stabilized on the sales front with U.S. Retail posting a second consecutive" [X Link](https://x.com/Finsee_main/status/1982788844878508294) 2025-10-27T12:37Z 4998 followers, XXX engagements "$FELE earnings: Franklin Electric: Strong Operations Masked by One-Time Charge Franklin Electric reported a strong third quarter with solid operational results across all segments though the headline GAAP EPS was significantly impacted by a pre-announced pension settlement charge. The underlying business momentum is healthy with revenue growing X% and adjusted EPS up 11%. The impressive turnaround in the Distribution segment continues and the company raised the low end of its full-year EPS guidance. For the Bulls: The core business is firing on all cylinders. Broad-based growth in sales" [X Link](https://x.com/Finsee_main/status/1983153992453538004) 2025-10-28T12:48Z 4998 followers, XXX engagements "$FOR earnings: Forestar (FOR): Strong Pricing Drives Revenue Beat but Profitability and Volume Remain Key Concerns Forestar reported mixed results for its fourth quarter and full fiscal year 2025. The company significantly beat its revenue guidance for the year driven by much higher-than-expected average sales prices per lot. However this was accompanied by a miss on lot delivery guidance and a notable decline in full-year profitability. The outlook for fiscal 2026 suggests stabilization with revenue guided in line with 2025s strong result and a slight recovery in lot volumes. The balance" [X Link](https://x.com/Finsee_main/status/1983159381572165983) 2025-10-28T13:10Z 5002 followers, XXX engagements "$SITE Q3 2025: Strong Execution Overcomes Soft Markets but Guidance Trimmed SiteOne delivered a strong quarter of operational performance beating the trends implied by their previous commentary. They successfully returned to positive organic growth and pricing driving solid margin expansion and cost leverage. The bull case is that management is executing its strategy very well in a tough environment. The bear case focuses on the trimmed full-year guidance which while explained by a new restructuring charge still lowers the top end of expectations for the year. The underlying business momentum" [X Link](https://x.com/Finsee_main/status/1983478566823112804) 2025-10-29T10:18Z 5003 followers, XXX engagements "$UTHR earnings: United Therapeutics Q3 2025: TETON-2 Breakthrough Steals the Show from Mixed Commercial Results This was a pivotal quarter for United Therapeutics. While top-line growth slowed the company announced breakthrough results for its key TETON-2 pipeline asset which is far more significant for the long-term story. For Bulls: The TETON-2 data in IPF is a massive win and de-risks the companys most important near-term catalyst. Key growth products Tyvaso DPI (+22%) and Orenitram (+16%) continue to perform exceptionally well demonstrating resilience against competitive noise. The" [X Link](https://x.com/Finsee_main/status/1983485917856715095) 2025-10-29T10:47Z 5002 followers, XXX engagements "$AVT earnings: Recovery Broadens as Americas Returns to Growth but Margin Pressure Persists This was a solid quarter for Avnet. The company beat revenue and EPS guidance driven by continued strength in Asia and an impressive acceleration at Farnell. The most significant positive development was the return to year-over-year growth in the Americas suggesting the cyclical recovery is broadening. Bulls will point to the top-line beat the Americas inflection strong Farnell results and continued aggressive share repurchases. The guidance for next quarter also suggests sequential growth in both" [X Link](https://x.com/Finsee_main/status/1983512543915122883) 2025-10-29T12:33Z 5003 followers, XXX engagements "$PAG earnings: Penske Automotive: Service & Parts Shine but Commercial Truck Weakness and Margin Pressure Weigh on Results Penskes Q3 results present a mixed picture where the stability and strength of the high-margin Service & Parts business were overshadowed by a significant downturn in the commercial truck segment and compressing new vehicle margins. While the companys financial discipline is commendableachieving a very low 1.0x leverage ratiothe core earnings power showed signs of weakness this quarter. What the Bulls See: The Service & Parts segment continues to be a powerful and" [X Link](https://x.com/Finsee_main/status/1983519504366784661) 2025-10-29T13:01Z 5000 followers, XXX engagements "$GIL earnings: Gildan (GIL): Strong Margins and Activewear Offset by Underwear Weakness and Lowered Cash Flow Guidance Gildan reported a solid quarter beating expectations on profitability and raising its full-year adjusted operating margin guidance. The core Activewear segment continues to show strength driven by market share gains and new products. However the picture is clouded by persistent deep weakness in the Hosiery & Underwear segment which failed to show the guided improvement and a significant cut to the full-year free cash flow forecast. Bulls will highlight: Record Q3 Adjusted EPS" [X Link](https://x.com/Finsee_main/status/1983522323664675100) 2025-10-29T13:12Z 4999 followers, XXX engagements "$WAY earnings: Waystar Q3 FY25: Solid Execution and Raised Guidance Despite Expected Slowdown The company delivered a solid quarter successfully navigating the seasonal slowdown they had previously forecast. While revenue growth decelerated as expected strong margins and another raise to the full-year outlook demonstrate confident execution. The bull case is reinforced by impressive profitability and progress on deleveraging. Bears will point to the slowing growth in both revenue and new large clients but these were largely anticipated and do not appear to derail the core story. Themes" [X Link](https://x.com/Finsee_main/status/1983634601705660829) 2025-10-29T20:38Z 4997 followers, XXX engagements "$BOOT earnings: Boot Barn: Strong Q2 Beat Guidance Raised but All Eyes on New Long-Term Store Potential Boot Barn delivered another quarter of strong results beating its prior guidance on all key metrics. Revenue growth remains robust driven by healthy same-store sales and an aggressive highly productive new store rollout. The major development this quarter is a significant upward revision of the companys long-term potential with management now targeting 1200 stores up from XXX previously. This provides a powerful new narrative for long-term growth. However despite raising the full-year" [X Link](https://x.com/Finsee_main/status/1983634874608316927) 2025-10-29T20:39Z 4998 followers, XXX engagements "$AM earnings: Solid Execution Continues: Strong FCF Deleveraging and Shareholder Returns Antero Midstream delivered another strong quarter demonstrating consistent operational execution and disciplined capital allocation. The results show healthy growth in cash flow continued reduction in debt and an increased pace of share buybacks. Positive developments from their primary customer Antero Resources (AR) also improve AMs growth outlook. The bull case is compelling as the company is successfully executing its strategy of generating free cash flow and returning value to shareholders while" [X Link](https://x.com/Finsee_main/status/1983641926503907473) 2025-10-29T21:07Z 5002 followers, XXX engagements "$WEX earnings: Solid Quarter with Corporate Payments Inflection Point Materializing WEX delivered a strong quarter beating the high end of its guidance for both revenue and EPS. The company also raised its full-year outlook. The key positive was the successful turnaround in the Corporate Payments segment which returned to growth as management had projected. This confirms the H2 2025 inflection story is playing out. For bulls the beat-and-raise quarter the execution in Corporate Payments and the continued deleveraging are clear positives. The bull case is strengthening as management delivers" [X Link](https://x.com/Finsee_main/status/1983654427404775505) 2025-10-29T21:57Z 5002 followers, XXX engagements "$CALX earnings: Strong Beat and Raise Overshadowed by Slowing RPO Growth Calix delivered a very strong quarter significantly beating revenue and EPS guidance. The company continues to execute well with record revenue and gross margins driven by platform adoption and competitive wins. Management also raised guidance for Q4. However the significant deceleration in RPO (Remaining Performance Obligations) growth is a key concern. This metric which reflects future contracted revenue slowed for the second consecutive quarter raising questions about the durability of long-term demand. The Bull Case:" [X Link](https://x.com/Finsee_main/status/1983656281060864511) 2025-10-29T22:04Z 4999 followers, XXX engagements "$WHD earnings: Cactus Delivers Strong Margins Amidst Softer Revenues Navigates Tepid Market Cactus reported a solid third quarter navigating a challenging U.S. land market better than anticipated. The company delivered a significant beat on margins particularly in its core Pressure Control segment driven by effective cost-cutting and lower legal costs. Spoolable Technologies also outperformed on the top line thanks to strong international sales. While the near-term outlook remains cautious the results demonstrate strong operational execution. What bulls will like: The Pressure Control" [X Link](https://x.com/Finsee_main/status/1983662397358329977) 2025-10-29T22:29Z 4998 followers, XXX engagements "$MCW earnings: Solid Quarter Shows Resilience; Full-Year Guidance Implies Q4 Slowdown Mister Car Wash reported a solid third quarter with accelerating revenue and comparable sales growth. The Unlimited Wash Club (UWC) subscription program remains the core strength driving results and demonstrating the resilience of the business model. The rebound in profitability this quarter is a significant positive. However the company only reiterated its full-year guidance. While this provides stability after last quarters downward revision the numbers imply a material deceleration in revenue and" [X Link](https://x.com/Finsee_main/status/1983665840332439843) 2025-10-29T22:42Z 5002 followers, XXX engagements "$HWM earnings: Howmet Aerospace Q3 2025: Growth Accelerates Guidance Raised Again This was another exceptional quarter for Howmet. The company significantly accelerated revenue growth expanded margins and generated very strong free cash flow. Management raised the full-year outlook across the board for the second consecutive quarter and provided an encouraging initial revenue forecast for 2026. The bull case is compelling. Broad-based demand in aerospace and industrial markets is driving double-digit growth and margins are expanding despite investments in new capacity. The company is" [X Link](https://x.com/Finsee_main/status/1983862828575453292) 2025-10-30T11:45Z 5003 followers, XXX engagements "$KBR Q3 FY25: Profitability and Bookings Impress Despite Revenue Headwinds KBR delivered a resilient quarter showcasing strong bottom-line execution and robust demand even as top-line growth stalled. The bull case is supported by double-digit Adjusted EBITDA growth significant margin expansion and a very strong 1.4x book-to-bill ratio. However the bear case is fueled by a second consecutive cut to the full-year revenue forecast driven by persistent government contract delays now worsened by a potential shutdown. Overall the bull case is more compelling; management is successfully navigating" [X Link](https://x.com/Finsee_main/status/1983880557281808805) 2025-10-30T12:55Z 5000 followers, XXX engagements "$CNX earnings: Strong Execution and Shareholder Returns Drive Significant FCF/Share Guidance Raise CNX delivered a solid quarter demonstrating strong operational execution and a commitment to shareholder returns. The standout positive was a XX% increase in the full-year free cash flow (FCF) per share guidance driven by successful asset sales and aggressive share repurchases. While the company raised its production forecast a weaker natural gas price outlook led to a slight trim in the Adjusted EBITDAX range. Overall the companys execution on its stated strategy is compelling and the" [X Link](https://x.com/Finsee_main/status/1983881335493017671) 2025-10-30T12:59Z 5002 followers, XXX engagements "$SHAK earnings: Marketing Pivot Delivers Strong Sales Beat But Inflation Bites Margins This was a strong quarter that validates the new managements strategic shift. The new paid media strategy delivered a significant top-line beat with revenue and same-store sales well ahead of guidance. This suggests a successful pivot to a more sustainable traffic-driven growth model. Bulls will cheer the sales acceleration and continued labor discipline. Bears will point to the accelerating food cost inflation which pressured restaurant margins sequentially. Overall the bull case appears more compelling as" [X Link](https://x.com/Finsee_main/status/1983882144641360122) 2025-10-30T13:02Z 5002 followers, XXX engagements "$AMRX earnings: Solid Top-Line Growth and Raised EPS Guidance Clouded by Margin Pressure Amneal reported a strong third quarter with revenue growth across all segments beating internal expectations and leading to raised full-year EPS and cash flow guidance. The bull case is driven by this top-line momentum clear progress in the product pipeline (CREXONT Brekiya biosimilars) and accelerating growth in the AvKARE segment. However the bear case will focus on weak profit conversion. Despite a XX% revenue increase adjusted EBITDA grew only X% pointing to significant margin pressure. While" [X Link](https://x.com/Finsee_main/status/1983905734493385071) 2025-10-30T14:36Z 4998 followers, XXX engagements "$PRM earnings: Fire Safety Delivers in Peak Season But Specialty Products Falters Perimeters results show a tale of two segments. The core Fire Safety business performed very well capitalizing on a normal wildfire season and demonstrating strong profitability. However the Specialty Products segment saw a significant drop in profits confirming that the operational issues at its third-party-operated plant are a major and worsening headwind. For Bulls: The Fire Safety segment the companys main profit engine is firing on all cylinders. Revenue grew X% and adjusted EBITDA grew XX% with margins" [X Link](https://x.com/Finsee_main/status/1983906044335001722) 2025-10-30T14:37Z 5002 followers, XXX engagements "$INDV earnings: Indivior Q3 2025: Action Plan Delivers on Profit Focus Shifts to Growth Acceleration This was a strong quarter of execution for the new management team. The company delivered a significant beat on profitability and raised full-year guidance well ahead of prior expectations driven by cost-cutting actions and stable SUBOXONE pricing. Bulls will focus on the massive increase in Adjusted EBITDA guidance and the concrete delivery on the Action Agenda including over $XXX million in identified annual cost savings for 2026. This demonstrates managements credibility and discipline." [X Link](https://x.com/Finsee_main/status/1983906680317390957) 2025-10-30T14:39Z 4997 followers, XXX engagements "$BFAM earnings: Strong Beat and Raise Driven by Stellar Back-Up Care Performance Bright Horizons delivered a strong third quarter significantly beating prior guidance on both revenue and earnings. The story of the quarter is the remarkable acceleration in the high-margin Back-Up Care segment which is driving overall profitability and led to another increase in the full-year outlook. While the core Full-Service segment continues its steady but slow recovery the outperformance in Back-Up care provides a powerful growth engine. The bull case is compelling as margin expansion is clearly" [X Link](https://x.com/Finsee_main/status/1984001685812080821) 2025-10-30T20:57Z 4998 followers, XXX engagements "$HLI earnings: Houlihan Lokey (HLI): Solid Quarter Driven by Corporate Finance but Restructuring Slows Sharply Houlihan Lokey reported a solid quarter with strong top-line growth driven by its largest segment Corporate Finance. However overall revenue and EPS growth decelerated from Q1 and the Financial Restructuring business saw a significant slowdown calling into question the prior quarters confident outlook. For the Bulls: Corporate Finance remains robust with XX% YoY revenue growth showing strength in the core M&A advisory business. The company is demonstrating excellent cost control with" [X Link](https://x.com/Finsee_main/status/1984006781132271782) 2025-10-30T21:17Z 5000 followers, XXX engagements "$BTE earnings: Solid Quarter with Production Beat and Debt Reduction but FCF Outlook Weakens Baytex delivered a strong operational quarter beating production expectations driven by record output from the Pembina Duvernay. The company continued its disciplined approach successfully reducing debt. However a weaker commodity price outlook has led to a significant reduction in the full-year free cash flow forecast highlighting the companys sensitivity to the macro environment. Bull Case: Operational execution is excellent. The company is delivering on production goals improving costs in key plays" [X Link](https://x.com/Finsee_main/status/1984019768748470530) 2025-10-30T22:09Z 5002 followers, XXX engagements "$PK earnings: A Challenging Quarter Met with Disciplined Execution Parks results show a tougher-than-expected operating environment with RevPAR missing guidance due to softer demand. However management demonstrated strong execution on factors within their control delivering impressive cost savings and proactively addressing all major near-term debt maturities. While the top-line weakness is a clear negative for bears the strengthened balance sheet and ongoing cost discipline provide a solid foundation for bulls. The bear case appears more compelling in the short term as the lowered full-year" [X Link](https://x.com/Finsee_main/status/1984025079391588843) 2025-10-30T22:30Z 4997 followers, XXX engagements "$CNI earnings: Excellent quarter for CN as decisive cost control and capital discipline offset a weak macro environment. Management is clearly not waiting for the economy to turn; they are acting now. The quarter showed strong execution with a solid X% EPS beat driven by a XXX bps improvement in the operating ratio. While the top line remains sluggish the narrative has shifted firmly to efficiency and shareholder returns. What Bulls will like: A major new guide for 2026 Capex at $2.8B marks a significant step-down signaling a strong commitment to boosting free cash flow. This is paired with a" [X Link](https://x.com/Finsee_main/status/1984225898539667587) 2025-10-31T11:48Z 4994 followers, XXX engagements "$KOS Q3 2025 earnings: Steady Progress on Key Priorities Amid Operational Hiccups Kosmos continues to execute its strategic plan well. Production is growing costs are coming down and the balance sheet is being actively managed. The key growth project GTA is ramping up as expected. However a significant well failure in the Gulf of Mexico is a material setback and a reminder of the operational risks in this business. 🐂 Production is up X% quarter-over-quarter driven by the GTA LNG project ramp-up. Strong cost control continues with full-year capital spending guidance lowered again to less" [X Link](https://x.com/Finsee_main/status/1985318801202643359) 2025-11-03T12:11Z 4998 followers, XXX engagements "$AXSM Q3 2025 earnings: Solid commercial growth continues as key pipeline asset is filed with the FDA. Axsome delivered another quarter of strong execution on both its commercial products and its development pipeline. Total revenue grew a healthy XX% from last quarter driven by continued adoption of Auvelity for depression. Importantly the company successfully submitted its application to the FDA for AXS-05 in Alzheimer's disease agitation a major milestone that could open up a large new market. While spending on marketing and sales is increasing significantly the company's cash position" [X Link](https://x.com/Finsee_main/status/1985323198917788133) 2025-11-03T12:28Z 5000 followers, XXX engagements "$KRYS Q3 2025 earnings: U.S. Sales Defy Seasonality While Global Launch Kicks Off Krystal Biotech reported strong Q3 results beating their own cautious commentary from last quarter. Instead of the expected seasonal decline U.S. sales grew. The company also successfully launched its main drug VYJUVEK in Germany France and Japan marking a major step in its global expansion. Profitability remains very strong and the company's cash position grew. 🐂 : The company guided for a sequential revenue decline in Q3 but delivered growth instead showing impressive resilience and demand in the U.S. market." [X Link](https://x.com/Finsee_main/status/1985325399056802200) 2025-11-03T12:37Z 4997 followers, XXX engagements "$XENE Q3 2025 earnings: Execution continues as the company nears pivotal epilepsy data. This was a solid quarter of execution for Xenon. The company delivered on its key near-term goal of completing enrollment for its lead epilepsy trial X-TOLE2 de-risking the timeline for the most important data release in its history. Progress continues across the rest of the pipeline and the balance sheet remains strong. The increasing cash burn is expected but highlights the high stakes of the upcoming data. 🐂 The pivotal Phase X X-TOLE2 trial in focal onset seizures is now fully enrolled with 380" [X Link](https://x.com/Finsee_main/status/1985456026251116650) 2025-11-03T21:16Z 4997 followers, XXX engagements "$ENSG Q3 2025 earnings: Another record quarter with accelerating acquisitions and a strong guidance raise. This was an impressively strong quarter for Ensign. The company beat its own high expectations posting record revenue and earnings. More importantly they significantly increased the pace of acquisitions while continuing to improve their existing operations. Management raised its financial forecast for the full year signaling strong confidence heading into the final quarter. 🐂 : The company is firing on all cylinders. Organic growth is robust with both occupancy and the mix of" [X Link](https://x.com/Finsee_main/status/1985457755868594254) 2025-11-03T21:23Z 4998 followers, XXX engagements "$TDUP Q3 2025 earnings: Strong Beat and Raise Overshadowed by a Familiar Cautious Outlook ThredUp delivered a very strong quarter accelerating revenue growth significantly and beating its own guidance across the board. The company's strategy of using AI to attract new customers is clearly working leading to record new buyer acquisition. However just like last quarter the guidance for the upcoming fourth quarter points to a sharp slowdown in growth which will likely remain the key point of debate for investors. 🐂 Bulls will focus on the impressive execution in Q3. Revenue growth accelerated" [X Link](https://x.com/Finsee_main/status/1985460632141885720) 2025-11-03T21:34Z 4996 followers, XXX engagements "$FNV Q3 2025 earnings: Record Results Continue as Gold Prices Soar and Cobre Panama Delivers Franco-Nevada posted another record-breaking quarter capitalizing on sky-high gold prices and a significant one-time contribution from the Cobre Panama concentrate sale. The company delivered record revenue earnings and cash flow all while completely paying off its debt. This strong performance led management to narrow its full-year guidance to the high end and raise its outlook for precious metals signaling confidence in the portfolio's momentum. 🐂 : The results are exceptional across the board." [X Link](https://x.com/Finsee_main/status/1985489897881293227) 2025-11-03T23:30Z 4998 followers, XXX engagements "$ADM Q3 2025 earnings: Guidance Cut Sharply as Biofuel Hopes Deferred Crush Margins Collapse. The expected second-half recovery story for ADM fell apart this quarter. The core Crushing business saw profits nearly wiped out forcing management to slash full-year guidance significantly. The biofuel policy tailwinds which were the primary bull case last quarter have been delayed pushing the recovery timeline out. While the Nutrition segment showed impressive strength and "self-help" cost initiatives are progressing these positives were completely overshadowed by the severe weakness in the" [X Link](https://x.com/Finsee_main/status/1985670151966982260) 2025-11-04T11:27Z 4994 followers, XXX engagements "$HSIC Q3 2025 earnings: Strong operational turnaround and a deepened KKR partnership drive a confident outlook. Henry Schein delivered a very strong third quarter marking a significant improvement from the challenges seen last quarter. Sales growth accelerated across all business segments indicating that the temporary promotions and market softness are behind them. The company raised its full-year guidance for both sales and earnings. Perhaps the most important news is the update on the partnership with KKR. The company now has a specific target of over $XXX million in operational" [X Link](https://x.com/Finsee_main/status/1985670536169435320) 2025-11-04T11:28Z 4995 followers, XXX engagements "$PFE Q3 2025 earnings: Policy risk resolved but COVID decline and M&A drama create a mixed picture. Pfizer delivered a complex quarter. They successfully navigated a major political overhang by striking a deal with the U.S. government which provides significant clarity for the business. Operationally the non-COVID drug portfolio is growing and cost-cutting is boosting profits leading to a raised earnings per share (EPS) forecast. However the expected sharp decline in COVID product sales is hitting the top line hard. Some key growth drugs are also showing weakness in the important U.S. market." [X Link](https://x.com/Finsee_main/status/1985680265255989552) 2025-11-04T12:07Z 5002 followers, 1323 engagements "$SHLS Q3 2025 earnings: Strong Top-Line Beat and Backlog Growth Muted by Rising Costs. The company delivered a strong quarter on the top line beating its revenue guidance and posting record backlog. This shows that the underlying demand for its products is robust and its strategy to gain market share is working. However this growth came at a cost. Gross margins remain under pressure and operating expenses particularly legal fees increased significantly. While the full-year revenue forecast was raised the profit forecast was only tightened not meaningfully increased highlighting the ongoing" [X Link](https://x.com/Finsee_main/status/1985686212561051867) 2025-11-04T12:30Z 4999 followers, XXX engagements "$ACLS Q3 2025 earnings: A solid beat overshadowed by the transformative merger with Veeco. Axcelis delivered results that were better than guided for the third quarter showing good operational control during a semiconductor industry downturn. The highlight of the quarter however was not the results themselves but the major announcement of a merger with Veeco Instruments. Management is framing this as a strategic move to create a stronger more diversified company focused on high-growth trends like AI and vehicle electrification. While the underlying business is stable driven by record" [X Link](https://x.com/Finsee_main/status/1985703454593949735) 2025-11-04T13:39Z 4998 followers, XXX engagements "$MIRM Q3 2025 earnings: Strong commercial execution continues as guidance is tightened and key pipeline milestones are met. Mirum delivered another strong quarter showing continued revenue growth and excellent operational execution. The company tightened its full-year revenue guidance to the upper end of the previous range signaling confidence. Importantly they have now achieved profitability and are generating significant cash strengthening their financial position. The clinical pipeline also hit key milestones with a major study completing enrollment. 🐂 Bulls will love the combination of" [X Link](https://x.com/Finsee_main/status/1985817054793101335) 2025-11-04T21:10Z 4997 followers, XXX engagements "$SM Q3 2025 earnings: Strong Production Drives Financial Beat and Shareholder Returns. SM Energy delivered another excellent quarter with production volumes hitting a new record and beating the high end of guidance. This operational strength translated into robust free cash flow allowing the company to make significant progress on debt reduction while also starting to repurchase sharesa positive surprise for investors. Even with lower oil prices compared to last year the company's profit margins held up well. This resilience is a direct result of the successful integration of the" [X Link](https://x.com/Finsee_main/status/1985817116876878086) 2025-11-04T21:11Z 5003 followers, XXX engagements "$DAWN Q3 2025 earnings: Strong OJEMDA launch momentum accelerates prompting a raise in full-year guidance. The company reported a very strong quarter with all key commercial metrics for its main drug OJEMDA accelerating. Revenue growth total prescriptions and new patient starts all saw double-digit sequential increases. This strong performance led management to raise its full-year 2025 revenue guidance. The company continues to manage its expenses well resulting in a minimal cash burn which strengthens its financial position. The primary risk remains its reliance on this single product. 🐂 :" [X Link](https://x.com/Finsee_main/status/1985817787646750966) 2025-11-04T21:13Z 5002 followers, XXX engagements "$TREX Q3 2025 earnings: R&R Market Weakness Hits Home Guidance Lowered The quarter was defined by a significant slowdown in the Repair & Remodel (R&R) market. This led to a miss on Q3 revenue and a substantial reduction in guidance for the fourth quarter and the full year. While the company continues to see strong adoption of its new products and growth in its railing business this was not enough to offset the broader market deterioration. Management is now adjusting production down and expects channel partners to lower their inventory signaling a cautious outlook for the near term. They also" [X Link](https://x.com/Finsee_main/status/1985820769931173918) 2025-11-04T21:25Z 4998 followers, XXX engagements "$PRCT Q3 2025 earnings: Strong System Placements and Initial 2026 Outlook Provide Confidence. PROCEPT delivered a strong quarter that should reassure investors about the leadership transition. The company accelerated new robot placements in the U.S. beating their own expectations and showed continued strong growth in procedure volumes. Management maintained its full-year 2025 outlook and importantly issued a solid initial revenue forecast for 2026. This provides good visibility into next year. While the results were good the decision not to raise the 2025 forecast despite the strong quarter" [X Link](https://x.com/Finsee_main/status/1985821408614891900) 2025-11-04T21:28Z 4997 followers, 1985 engagements "$EXEL Q3 2025 earnings: A strong beat driven by its core drug with a large new buyback announced. Exelixis delivered a very solid quarter. Revenue and earnings were strong beating internal forecasts. The main drug cabozantinib continues to grow well helped by its new approval for neuroendocrine tumors (NET). The company also shared positive detailed data for its next potential drug zanzalintinib and plans to file for approval soon. Management raised financial guidance for the year while lowering expected R&D spending. To top it off they announced a large new $XXX million share buyback program" [X Link](https://x.com/Finsee_main/status/1985822627148034321) 2025-11-04T21:33Z 4998 followers, XXX engagements "$CHRD Q3 2025 earnings: Solid Execution and Guidance Raise overshadowed by XTO Integration. Chord delivered a strong operational quarter. They produced more oil than guided while spending less capital. This good performance led them to raise their full-year oil production forecast for the second time this year a clear positive. The company continues to make excellent progress on its long-term initiatives. The new 4-mile wells are performing well and costing less than expected which is great for future efficiency. They also locked in significant cost savings from new marketing contracts. The" [X Link](https://x.com/Finsee_main/status/1985828503296549113) 2025-11-04T21:56Z 4999 followers, XXX engagements "$OI Q3 2025 earnings: Cost cutting drives a major earnings beat and guidance raise. O-I Glass delivered a strong quarter driven by impressive cost control. Their "Fit to Win" program is working much better than planned leading to significantly higher profits even though sales volumes are a bit soft. Because of this strong execution they substantially increased their profit forecast for the full year. The story is simple: they are becoming a much more efficient and profitable company. 🐂 : The "Fit to Win" cost-saving program is the star of the show delivering $XXX million in benefits so far" [X Link](https://x.com/Finsee_main/status/1985834560433553612) 2025-11-04T22:20Z 5002 followers, XXX engagements "$KGS Q3 2025 earnings: Solid Ops and Shareholder Returns Overshadowed by One-Off Charges. Kodiak delivered a strong quarter for its core business with record revenue and margins in its Contract Services segment. Fleet utilization continued to climb showing healthy demand. This operational strength translated into a higher forecast for full-year cash flow and a significant X% dividend increase. However the headline number was a net loss caused by one-time charges related to selling their Mexico business and a large sales tax settlement. 🐂 Bulls will celebrate the X% sequential dividend hike" [X Link](https://x.com/Finsee_main/status/1985836606977175831) 2025-11-04T22:28Z 5000 followers, XXX engagements "$ADNT Q4 2025 earnings: A solid finish to the year meets guidance but Q4 margin pressure and a lack of future outlook create uncertainty. Adient successfully met its full-year financial targets for revenue and profit which is a positive sign of good execution. Free cash flow was also stronger than expected and the company continued to return cash to shareholders through buybacks. However the final quarter showed some weakness with profit margins shrinking compared to last year across all regions. The European business remains a particular point of concern. The lack of any financial guidance" [X Link](https://x.com/Finsee_main/status/1986046679150186510) 2025-11-05T12:23Z 5000 followers, XXX engagements "$SRAD Q3 2025 earnings: Strong beat and raise quarter highlighted by record margins and a uniquely structured highly accretive acquisition. Sportradar delivered another quarter of strong execution with revenue growth of XX% and an impressive XX% growth in Adjusted EBITDA. The company demonstrated significant operating leverage with Adjusted EBITDA margins expanding over XXX basis points to a record 29%. This operational strength combined with the closing of the highly favorable IMG ARENA acquisition led management to raise its full-year 2025 guidance for both revenue and profitability. While" [X Link](https://x.com/Finsee_main/status/1986048245395570929) 2025-11-05T12:29Z 5002 followers, XXX engagements "$RELY Q3 2025 earnings: Solid Beat and Raise Driven by New Products But Growth Deceleration Continues as Guided. Remitly delivered a strong third quarter beating its own guidance for both revenue and profitability. The company is making clear progress on its strategy to expand beyond simple remittances with promising early results from its new 'Remitly Business' and 'High Amount Senders' initiatives. As a result of this strong performance management raised its outlook for the full year. The main point of caution is the continued and expected slowdown in revenue growth due to more difficult" [X Link](https://x.com/Finsee_main/status/1986184826849009680) 2025-11-05T21:32Z 4998 followers, 1695 engagements "$RVMD Q3 2025 earnings: Execution engine fires on all cylinders as clinical trials advance and costs mount. Revolution Medicines delivered a quarter of strong steady execution. The company is hitting its ambitious clinical milestones notably winding down enrollment for its key pancreatic cancer trial. However this progress comes at a significant cost with operating expenses and net loss increasing substantially. 🐂 is that the company is doing exactly what it promised. It is methodically de-risking its lead asset daraxonrasib by advancing multiple late-stage trials. Winding down enrollment" [X Link](https://x.com/Finsee_main/status/1986193497981149471) 2025-11-05T22:06Z 4998 followers, XXX engagements "$ACAD Q3 2025 earnings: NUPLAZID re-accelerates and guidance is raised ahead of key pipeline data. Acadia delivered a strong quarter beating internal expectations. The main story is the impressive performance of NUPLAZID which saw record sales and accelerating growth validating the company's marketing strategy. DAYBUE also grew but at a more moderate pace. The company raised its full-year sales guidance now expecting to cross the $X billion mark. Financial health is excellent with the cash balance growing to $XXX million. All eyes now turn to the imminent Phase X data for ACP-101 which" [X Link](https://x.com/Finsee_main/status/1986194202649088284) 2025-11-05T22:09Z 5002 followers, XXX engagements "$ADMA Q3 2025 earnings: Guidance Raised as Key Operational Milestones Are Achieved but Near-Term Headwinds Temper Results. ADMA delivered a complex quarter. The company achieved critical long-term goals like getting FDA approval for its first high-yield product batches which should significantly boost future profitability. They also raised future revenue and profit forecasts. However current results were mixed with slower revenue growth and a one-time sale of raw material at a loss that clouded the picture. The long-term story has improved but the short-term numbers require more explanation." [X Link](https://x.com/Finsee_main/status/1986194269242102059) 2025-11-05T22:09Z 4999 followers, XXX engagements "$WTS Q3 2025 earnings: Americas Strength and Pricing Power Fuel Beat and Raise; Europe Remains a Drag. Watts delivered a very strong third quarter comfortably beating its prior guidance on both revenue and margins. The results show excellent execution particularly in the Americas where the company successfully used price increases to offset tariff costs and drive growth. This strength more than made up for the continued albeit moderating weakness in Europe. The company also raised its full-year outlook significantly for both sales and profitability and announced the strategic acquisition of" [X Link](https://x.com/Finsee_main/status/1986202117271421373) 2025-11-05T22:41Z 4998 followers, XXX engagements "$RAMP Q2 2026 earnings: A solid beat and encouraging ARR acceleration are clouded by slowing core subscription growth. The company delivered results that were better than their own forecast for the second quarter. The key positive signal is the acceleration in Annualized Recurring Revenue (ARR) which suggests future subscription growth could improve. However current subscription revenue growth slowed down considerably which is a concern. Management slightly raised the low end of their full-year revenue outlook but kept the profit forecast the same indicating they are either being cautious or" [X Link](https://x.com/Finsee_main/status/1986213278268207130) 2025-11-05T23:25Z 5002 followers, XXX engagements "$EQX Q3 2025 earnings: Record Quarter Shows Transformation Taking Hold. Equinox delivered a stellar third quarter posting record production and revenue. The results were driven by a full quarter's contribution from the newly acquired Calibre assets and more importantly significant operational progress at the cornerstone Greenstone mine. The commissioning of the second cornerstone asset Valentine is also running ahead of schedule. Costs are trending down and cash flow is surging confirming the company's transformation and putting it on a clear path to strengthening its balance sheet. 🐂 : The" [X Link](https://x.com/Finsee_main/status/1986216963962441880) 2025-11-05T23:40Z 4999 followers, 1520 engagements "$ACVA Q3 2025 earnings: A Strong Quarter Overwhelmed by a Weak Outlook ACV delivered a solid third quarter beating expectations on profitability and growing faster than the market. However the company significantly lowered its guidance for the fourth quarter and the full year citing a rapidly worsening used car market. A large one-time loss from a customer bankruptcy also raises new questions about credit risk in their financing business. 🐂 Bulls will focus on the strong Q3 execution. The company achieved record revenue and unit volume growing units by XX% while the overall market was flat." [X Link](https://x.com/Finsee_main/status/1986217491840831619) 2025-11-05T23:42Z 4999 followers, 1047 engagements "$AMPL Q3 2025 earnings: Platform execution continues but guidance implies a slowdown. The company delivered a solid quarter beating its own revenue and profitability forecasts. The core strategy of selling a unified platform to large enterprises is clearly working as shown by strong growth in future revenue commitments (RPO). However the forecast for the next quarter suggests that the impressive growth rate seen in Q3 will slow down. 🐂 Bulls will focus on the strong execution. Revenue grew XX% year-over-year beating guidance. Annual Recurring Revenue (ARR) growth held steady at 16%. Most" [X Link](https://x.com/Finsee_main/status/1986218655278112845) 2025-11-05T23:46Z 5002 followers, XXX engagements "$VIR Q3 2025 earnings: Hepatitis Delta Program Accelerates Highlighting Strong Execution Vir delivered a strong quarter of clinical execution. The company completed enrollment for its lead Hepatitis Delta (HDV) trial ECLIPSE X about two months ahead of schedule. This is a significant positive as it provides more certainty on the timeline for their most important near-term asset. While the reported net loss increased due to a large milestone payment the underlying operational spending and cash runway guidance remained stable. 🐂 : Excellent clinical execution is derisking the timeline for the" [X Link](https://x.com/Finsee_main/status/1986401417137951176) 2025-11-06T11:52Z 4997 followers, XXX engagements "$PLNT Q3 2025 earnings: Guidance Raised and Buybacks Signal Confidence Amid Steady Growth Planet Fitness reported a solid third quarter beating internal expectations and raising its full-year outlook for revenue same-club sales and profit. The company demonstrated strong financial discipline by repurchasing approximately $XXX million of its shares. A new agreement to centralize marketing funds starting in 2026 points to a refined long-term growth strategy. While sales growth slowed from the prior quarter it remains healthy and the significant boost to profit guidance is a major positive. 🐂 " [X Link](https://x.com/Finsee_main/status/1986404789782040699) 2025-11-06T12:06Z 5000 followers, XXX engagements "$WRBY Q3 2025 earnings: Profitability Shines but Revenue Miss and Guidance Cut Raise Concerns Warby Parker reported mixed results. The company demonstrated excellent operational control beating profitability guidance and delivering positive GAAP net income. Customer growth also accelerated. However they missed their own revenue target for the quarter and lowered their full-year revenue forecast which implies a weak outlook for the holiday season. 🐂 rests on impressive profitability. The company beat the high end of its adjusted EBITDA guidance by a healthy margin and expanded margins by 260" [X Link](https://x.com/Finsee_main/status/1986405615468450189) 2025-11-06T12:09Z 4998 followers, XXX engagements "$NRG Q3 2025 earnings: Strong Texas performance drives solid quarter data center strategy expands. NRG delivered strong third-quarter results beating prior year metrics across the board. The performance was driven by excellent results in its core Texas segment. The company reaffirmed its full-year 2025 guidance which had been raised just two months ago. NRG also showed significant progress on its growth plans. It expanded a key data center power agreement and secured a low-cost loan for another new power plant in Texas. The company introduced initial 2026 guidance for its standalone business" [X Link](https://x.com/Finsee_main/status/1986407442658324884) 2025-11-06T12:16Z 5000 followers, XXX engagements "$PBH Q2 2026 earnings: Revenue Beat on Timing But Core Issues Persist A better-than-expected quarter driven by favorable timing of shipments and orders. The core problem the Clear Eyes supply disruption remains the central focus. Management reaffirmed its full-year revenue forecast but raised the low end of its earnings guidance helped by aggressive share buybacks. 🐂 Bulls will focus on the company beating its own cautious Q2 revenue guidance. Free cash flow remains robust up XX% year-to-date funding a significant increase in share repurchases ($75M in the quarter). This capital return" [X Link](https://x.com/Finsee_main/status/1986413028187799560) 2025-11-06T12:39Z 5000 followers, XXX engagements "$HAE Q2 2026 earnings: Core Business Strength Drives Guidance Raise Despite Ongoing Interventional Weakness. Haemonetics reported a strong second quarter with results beating expectations on key metrics. The company raised its full-year guidance for revenue earnings per share and free cash flow. This positive update is driven by excellent performance in its Plasma and Blood Management businesses. However the Interventional Technologies division continues to struggle leading to a guidance cut for the Hospital segment. Overall the strength in the core business is more than making up for the" [X Link](https://x.com/Finsee_main/status/1986415294424678780) 2025-11-06T12:48Z 5000 followers, XXX engagements "$THR Q2 2026 earnings: Strong recovery and guidance raise overshadow flat orders. Thermon delivered a very strong quarter recovering well from Q1 delays. Revenue growth and margin expansion were both impressive leading management to raise full-year guidance for profitability. The company is successfully managing tariff impacts and has secured its first order in the promising new data center market. The only weak spot was a slight decline in organic orders which is a key metric to watch going forward. 🐂 : Bulls will celebrate the excellent execution. Revenue grew XX% and Adjusted EBITDA" [X Link](https://x.com/Finsee_main/status/1986436215743173008) 2025-11-06T14:11Z 5000 followers, XXX engagements "$DNUT Q3 2025 earnings: Turnaround shows early signs of life but the road ahead is long. The third quarter shows clear progress on Krispy Kreme's turnaround plan. Management is successfully cutting costs and improving profitability after exiting the failed McDonald's partnership. The dramatic jump in adjusted EBITDA and the return to positive free cash flow are significant victories. However this was heavily aided by a one-time insurance payment and underlying U.S. sales remain weak showing that the consumer environment is still challenging. 🐂 Bulls will celebrate the strong execution on" [X Link](https://x.com/Finsee_main/status/1986449309936554162) 2025-11-06T15:03Z 4997 followers, XXX engagements "$LMAT Q3 2025 earnings: Strong adjusted profits and a bottom-line guidance raise overshadow a slight trim to the annual sales forecast. LeMaitre posted a solid quarter with results beating expectations across the board. The numbers were boosted by a one-time tax credit but even after adjusting for this profitability was very strong. The international launch of their Artegraft product continues to accelerate and is a major growth driver. While the company slightly lowered the high end of its full-year sales guidance it significantly raised its forecast for margins and earnings per share" [X Link](https://x.com/Finsee_main/status/1986542914584125771) 2025-11-06T21:15Z 5000 followers, XXX engagements "$DOCS Q2 2026 earnings: - - . Doximity reported an excellent second quarter significantly beating its own forecasts for revenue and profitability. The company saw its revenue growth speed up meaningfully compared to the last quarter. It also raised its financial outlook for the full year signaling strong business momentum and easing prior concerns about a slowdown. 🐂 : Bulls will focus on the impressive re-acceleration in year-over-year revenue growth to XX% a big jump from XX% in the prior quarter. This performance combined with a nearly XX% adjusted EBITDA margin and a significant raise" [X Link](https://x.com/Finsee_main/status/1986545286190092684) 2025-11-06T21:24Z 5002 followers, XXX engagements "$CARG Q3 2025 earnings: Core Marketplace Accelerates as Wholesale Shutdown Nears Completion The company delivered strong Q3 results beating the midpoint of its guidance for the core Marketplace business. Growth was driven by solid execution in both the U.S. and international segments with continued dealer additions and rising spend per dealer. The wind-down of the CarOffer wholesale business is progressing as planned removing a major source of volatility and financial drag. Management demonstrated significant confidence by accelerating its share repurchase program. 🐂 points to a focused" [X Link](https://x.com/Finsee_main/status/1986552364938268958) 2025-11-06T21:52Z 5002 followers, XXX engagements "$CIVI Q3 2025 earnings: Strong operational quarter overshadowed by major merger announcement. Civitas delivered results that beat expectations on production and costs while executing on its promised share buyback program. However the simultaneous announcement of a merger with SM Energy and the cancellation of guidance and the earnings call will be the market's primary focus. 🐂 Bulls will focus on the excellent standalone results this quarter. Production grew strongly while costs came down leading to a significant increase in free cash flow. Management also followed through decisively on its" [X Link](https://x.com/Finsee_main/status/1986559577312096631) 2025-11-06T22:21Z 5000 followers, XXX engagements "$DIOD Q3 2025 earnings: Revenue growth continues but margins remain the weak spot. Diodes reported another quarter of solid revenue growth meeting its guidance with a XX% year-over-year increase. However the persistent issue of weak gross margins not only continued but worsened coming in below the company's forecast. Strong performance in the lower-margin computing segment driven by AI demand is overshadowing a slower-than-expected recovery in the more profitable automotive and industrial markets. While cash flow was very strong the outlook points to a sequential revenue dip and only a slight" [X Link](https://x.com/Finsee_main/status/1986561476342259892) 2025-11-06T22:28Z 4999 followers, XXX engagements "$CERT Q3 2025 earnings: Software and Profitability Shine but Services Bookings Flash a Warning Sign. Certara delivered a mixed quarter. Revenue growth was solid and the company showed strong cost control leading to an increase in full-year profitability guidance. However a sharp slowdown in total bookings driven by a significant decline in the services segment raises serious concerns about future revenue growth. 🐂 rests on strong software performance and impressive profitability. Software revenue grew XX% (6% organically) and the company successfully launched its new AI-enabled product" [X Link](https://x.com/Finsee_main/status/1986563898854760455) 2025-11-06T22:38Z 4998 followers, XXX engagements "$PAR Q3 2025 earnings: Sequential ARR Growth Rebounds Reaffirming Mid-Teens Trajectory. PAR delivered a solid quarter of execution showing renewed momentum after last quarter's guidance reduction. The key positive was the significant acceleration in sequential ARR growth which helps validate management's strategy of focusing on larger deals. The company also reached a major milestone by generating positive operating cash flow. 🐂 likes the strong sequential ARR addition of $XXXX million a sharp rebound from last quarter. This suggests the growth slowdown may have bottomed out. Bulls will" [X Link](https://x.com/Finsee_main/status/1986572201659613294) 2025-11-06T23:11Z 5002 followers, 1049 engagements "$QNST Q1 2026 earnings: Beat and Lower Guide Obscures Underlying Trends; New Buyback Adds Support QuinStreet reported results that beat its prior guidance for the first quarter but provided a weaker-than-expected forecast for the upcoming second quarter. Despite the near-term caution management reiterated its full-year growth targets implying a significant acceleration in the second half of the year. The company also announced a new $XX million share repurchase program signaling confidence in its long-term outlook and financial strength. 🐂 rests on the company beating its Q1 targets" [X Link](https://x.com/Finsee_main/status/1986576495066673281) 2025-11-06T23:28Z 4999 followers, XXX engagements "$TDS Q3 2025 earnings: Transformation in motion as fiber build accelerates and buybacks begin. This is the first look at the "new" TDS now a more focused fiber and tower company after selling its wireless business. The results show strong progress on its strategic goals. The fiber buildout which is the company's main growth engine accelerated significantly. The company also started returning cash to shareholders through buybacks and announced a large new program. However the financial statements are complex right now due to the massive changes making it a bit difficult to see the underlying" [X Link](https://x.com/Finsee_main/status/1986785642437574760) 2025-11-07T13:19Z 4998 followers, XXX engagements "$ERO Q3 2025 earnings and call: Operational records and a surprise high-margin cash source from stockpiles signal a strong second half though growth asset costs rise. Ero Copper delivered a strong operational quarter setting a new consolidated copper production record driven by the continued ramp-up at Tucum and consistent performance at Caraba. The company also unveiled a significant new value driver: the sale of high-grade gold concentrates stockpiled at Xavantina over the past decade. This initiative is expected to provide a substantial low-cost cash infusion over the next 12-18 months" [X Link](https://x.com/Finsee_main/status/1987109611237789771) 2025-11-08T10:47Z 5000 followers, XXX engagements "$RDNT Q3 2025 earnings: Strong operational momentum continues driving another beat and raise. RadNet reported another quarter of record results with revenue and profit growth accelerating. The core Imaging Center business saw very strong volume growth especially in higher-margin advanced scans. The newer Digital Health segment is growing rapidly boosted by a recent acquisition though its profitability is lagging for now. Management raised its financial forecast for the third time this year signaling strong confidence in the business outlook. 🐂 Bulls will focus on the accelerating growth in" [X Link](https://x.com/Finsee_main/status/1987884948687040603) 2025-11-10T14:07Z 4994 followers, XXX engagements "$IMVT Q2 2026 earnings: Pipeline Progress Tempered by Key Trial Readout Delay Immunovant reported progress across its main drug candidate IMVT-1402 and highlighted a strong cash position. However this was overshadowed by a notable delay in releasing results for its other drug batoclimab. The company is spending more on research leading to a wider net loss but says it has enough cash to last into 2027. 🐂 : The pipeline for the main drug IMVT-1402 continues to advance across six different diseases with promising early data in Graves' disease. The company's cash runway is strong providing" [X Link](https://x.com/Finsee_main/status/1987886068071350724) 2025-11-10T14:12Z 4997 followers, XXX engagements "$GEVO Q3 2025 earnings: Operations Prove Viable but SAF Goals and Cash Burn Temper Enthusiasm Gevo delivered a second consecutive quarter of positive Adjusted EBITDA proving the value of its North Dakota and RNG operations. Strong progress continues on monetizing carbon and tax credits with a major multi-year carbon removal deal signed. However the company reported a net loss and saw a significant decrease in its cash balance. The focus for its large-scale jet fuel ambitions has shifted to a smaller more manageable project with a timeline stretching into mid-2026 for a final investment" [X Link](https://x.com/Finsee_main/status/1988002262774337563) 2025-11-10T21:54Z 4998 followers, XXX engagements "$BEEP Q3 2025 earnings: Guidance Cut on Persistent Headwinds Overshadows Balance Sheet Progress The quarter shows a company successfully executing on its long-term strategic financial plan but struggling with near-term operational realities. While the new ABS financing and progress on asset sales are significant positives for the balance sheet they are overshadowed by a substantial guidance cut driven by continued weakness in the high-margin transient parking business. The core issue remains that the "temporary" disruptions from last quarter are proving to be more severe and persistent than" [X Link](https://x.com/Finsee_main/status/1988010894454907078) 2025-11-10T22:28Z 5002 followers, XXX engagements "$DHX Q3 2025 earnings: DHI Group delivered a mixed quarter. The company showed excellent control over its expenses leading to much better-than-expected profitability and higher full-year profit guidance. However the core problem of declining sales continued. Bookings which indicate future revenue weakened across both the Dice and ClearanceJobs segments raising concerns about future growth. 🐂 Bulls will celebrate the impressive operational performance. Management's cost-cutting strategy is clearly working pushing the company's adjusted EBITDA margin to a strong 32%. Dice despite its" [X Link](https://x.com/Finsee_main/status/1988012106302845301) 2025-11-10T22:33Z 4998 followers, XXX engagements "$FTHM Q3 2025 earnings: Strong growth and sustained profitability overshadowed by guidance withdrawal. Fathom delivered another quarter of strong top-line growth driven primarily by last year's acquisition of My Home Group. The company achieved its second consecutive quarter of positive Adjusted EBITDA a significant milestone. However profitability remains razor-thin and the company raised cash via a dilutive stock offering. The decision to again withhold future guidance creates significant uncertainty. 🐂 Bulls will focus on the impressive XX% year-over-year revenue growth and the fact that" [X Link](https://x.com/Finsee_main/status/1988365813158498693) 2025-11-11T21:58Z 4998 followers, XXX engagements "$TIC Q3 2025 earnings: NV5 integration progresses amid steady results; full-year outlook reaffirmed. This was a complex but foundational quarter for TIC Solutions dominated by the integration of its transformational merger with NV5. Reported revenue and earnings grew substantially due to the acquisition. The key positive development was an increase in the cost synergy target signaling early integration success. However underlying organic growth was nearly flat. Management showed confidence by reaffirming its full-year guidance which implies a strong final quarter for the year. 🐂 : The NV5" [X Link](https://x.com/Finsee_main/status/1988589005500244194) 2025-11-12T12:45Z 5000 followers, 1700 engagements "$INVZ Q3 2025 earnings: New OEM Win & Strong Revenue Growth Drive Progress But Cash Burn Remains a Focus Innoviz reported a strong quarter of commercial execution highlighted by significant revenue growth and a new series production win with a major commercial vehicle OEM for Level X autonomous trucks. Unit shipments ramped up as guided and the company unveiled its next-generation InnovizThree LiDAR. However cash burn increased from the prior quarter and the company began using its ATM facility to bolster its balance sheet keeping liquidity a key point of focus. 🐂 Bulls will celebrate the" [X Link](https://x.com/Finsee_main/status/1988603823187746929) 2025-11-12T13:44Z 5002 followers, 1651 engagements "$ASND Q3 2025 earnings: YORVIPATH launch drives company to first operating profit. A stellar launch for YORVIPATH continues to exceed expectations pushing Ascendis to its first-ever quarterly operating profit a major financial milestone. This strength overshadowed flat performance from SKYTROFA. The pipeline remains on track with a key FDA decision for TransCon CNP expected this month. 🐂 : The YORVIPATH launch is a resounding success establishing a clear blockbuster trajectory. Achieving operating profitability and positive cash flow so early in the launch de-risks the company's financial" [X Link](https://x.com/Finsee_main/status/1988717425379234024) 2025-11-12T21:15Z 4998 followers, XXX engagements "$GROW Q1 2026 earnings: Investment gains drive a return to profitability but the core business still operates at a loss. A strong quarter on the surface with the company swinging to a solid net profit. However this was driven entirely by gains on its own investments not by its main business of managing funds which continued to lose money. On the positive side investors are returning to the company's gold funds and the strong balance sheet continues to support dividends and share buybacks. 🐂 Bulls will focus on the headline net income of $XXX million ($0.12 per share) a significant" [X Link](https://x.com/Finsee_main/status/1988734261092811219) 2025-11-12T22:22Z 4998 followers, XXX engagements "$PAGS Q3 2025 earnings: Banking Growth Offsets Payments Weakness Margin Pressure Looms. PagBank delivered solid EPS growth demonstrating the success of its strategic shift towards banking. Strong growth in the banking and credit segments combined with disciplined cost control successfully offset weakness in the core payments business. However rising interest rates significantly squeezed gross profit margins leading to a guidance cut on that metric for the full year. The company remains committed to shareholder returns and announced a significant leadership succession plan. 🐂 The strategic" [X Link](https://x.com/Finsee_main/status/1988752084393447491) 2025-11-12T23:33Z 4998 followers, 1410 engagements "$PLX Q3 2025 earnings: Profitability Maintained Despite Flat Revenue and a Regulatory Setback Protalix reported a financially stable quarter remaining profitable with flat year-over-year revenue. The results confirm management's prior warnings about lumpy ordering patterns from commercial partners which makes quarterly results hard to predict. The most significant development was negative news from European regulators on a more convenient dosing schedule for Elfabrio which could hurt its competitive position. Meanwhile the company is moving forward with its next potential drug for gout" [X Link](https://x.com/Finsee_main/status/1988940304884330934) 2025-11-13T12:01Z 4996 followers, XXX engagements "$VIA Q3 2025 earnings: Strong operational progress as path to profitability becomes clearer. Via delivered a solid quarter of strong revenue growth and significant margin improvement. The results show good operational leverage and a clear trend towards profitability on an adjusted basis. However a much wider GAAP net loss driven by one-time financing charges clouds the headline numbers. Guidance for the fourth quarter points to continued margin improvement but a slowdown in revenue growth. 🐂 Bulls will focus on the impressive XX% year-over-year revenue growth and the major improvement in" [X Link](https://x.com/Finsee_main/status/1988941536747205027) 2025-11-13T12:06Z 4998 followers, XXX engagements "$LIEN Q3 2025 earnings: Record Originations and NII Beat Drive Solid Quarter Chicago Atlantic reported a strong quarter beating expectations on Net Investment Income (NII) driven by record loan originations. The company's credit quality remains perfect with no non-performing loans. However a high level of loan repayments nearly offset the new investments leading to minimal portfolio growth. The NII beat was also significantly boosted by one-time fees from these early payoffs. 🐂 Bulls will focus on the record $XXXX million in new investments a XX% increase from the prior quarter. Net" [X Link](https://x.com/Finsee_main/status/1988945944180580403) 2025-11-13T12:24Z 4994 followers, XXX engagements "$BTM Q3 2025 earnings: Strong Quarter Performance Over-Shadowed By Alarming Guidance Bitcoin Depot reported a very strong third quarter significantly beating its own guidance on both revenue and profitability. However this impressive performance was completely overshadowed by a surprisingly weak forecast for the fourth quarter signaling major challenges ahead from new regulations. 🐂Bull case: The company is performing exceptionally well right now. Q3 revenue grew XX% year-over-year and Adjusted EBITDA soared by 75%. They easily beat the guidance they set last quarter. The balance sheet is" [X Link](https://x.com/Finsee_main/status/1988962564596723961) 2025-11-13T13:30Z 4998 followers, XXX engagements "$LAZR Q3 2025 earnings: Navigating a Liquidity Crisis as Strategic Review Continues The company reported top-line growth that met its prior guidance but this operational detail is completely overshadowed by a severe liquidity crisis. Luminar has suspended its financial outlook hired advisors to explore strategic alternatives including a sale and is currently in forbearance with its lenders after missing interest payments. The appointment of a new highly experienced CFO signals an attempt to navigate this financial distress. 🐂 Bulls can point to the XX% sequential revenue growth which shows" [X Link](https://x.com/Finsee_main/status/1989085252707578211) 2025-11-13T21:37Z 4998 followers, XXX engagements "$XOS Q3 2025 earnings: Margin Rebound & Cash Flow Strength Overshadow Softer Revenue Xos delivered a solid quarter focused on operational fitness. While revenue and vehicle deliveries dipped slightly from last quarter's record high the company showed significant improvement where it matters most for long-term health. Gross margins recovered strongly cost controls tightened further and the company generated positive free cash flow for the second quarter in a row. These results demonstrate a clear commitment to building a sustainable and profitable business. 🐂 Bulls will focus on the" [X Link](https://x.com/Finsee_main/status/1989097513098330411) 2025-11-13T22:26Z 4998 followers, XXX engagements "$FUTU Q3 2025 earnings: Accelerating growth and expanding margins paint a powerful picture. Futu Holdings delivered a stellar quarter with accelerating client acquisition and record trading activity driving exceptional revenue and profit growth. The company is demonstrating significant operating leverage with margins expanding to new highs and is on track to comfortably beat its full-year client growth targets. 🐂 * 🟢 Client acquisition momentum has re-accelerated with 254000 new funded accounts added a XX% increase from the prior quarter. This eases a key concern from Q2. * 🟢 Explosive" [X Link](https://x.com/Finsee_main/status/1990741833433956816) 2025-11-18T11:20Z 4998 followers, XXX engagements "$IQ Q3 2025 earnings: Top-Line Pressures Persist as Company Swings to a Loss iQIYI's third-quarter results reveal a challenging period with revenues declining year-over-year across all business segments and a significant swing from profitability to a net loss. The company's strategic pivot to new initiatives like overseas expansion has yet to offset the persistent weakness in its core membership and advertising businesses which continue to be hampered by a volatile content pipeline. A sharp reversal to negative operating and free cash flow marks a particularly concerning development. 🐂 *" [X Link](https://x.com/Finsee_main/status/1990749499241664970) 2025-11-18T11:50Z 4998 followers, XXX engagements "$ACM Q4 2025 earnings: Capping a record year with a bold strategic pivot raising long-term targets for margin and growth. AECOM capped off a record fiscal 2025 by exceeding its already-raised guidance driven by stellar performance in its core Americas design business and achieving new highs for full-year margins. The company also announced significant strategic shifts initiating a review of its Construction Management business and setting aggressive new long-term targets. This signals a clear focus on higher-margin less cyclical services powered by investments in Advisory and proprietary AI" [X Link](https://x.com/Finsee_main/status/1990761163487912259) 2025-11-18T12:37Z 5002 followers, XXX engagements "$JHX Q2 2026 earnings: AZEK Acquisition Drives Growth and Lifts Guidance Amidst Core Business Softness The second quarter results for James Hardie were dominated by the first full quarter of contribution from the newly acquired AZEK business. This acquisition drove a XX% surge in reported revenue masking an underlying X% organic sales decline in the core Siding & Trim segment. While GAAP profitability was hit hard by acquisition-related costs the key story for investors is the company's significant increase in full-year guidance for both sales and adjusted EBITDA signaling a more stable" [X Link](https://x.com/Finsee_main/status/1990783142425174270) 2025-11-18T14:04Z 4998 followers, XXX engagements "$FLX Q3 2025 earnings: Profitability holds up despite competitive headwinds BingEx (FlashEx) reported third-quarter results showing a continued struggle for top-line growth with revenue falling nearly % year-over-year. The company cited "intensified market competition" as the main culprit for lower order volumes. However the bottom line improved driven by cost controls in R&D and favorable investment income leading to a significant jump in GAAP Net Income and a modest rise in Non-GAAP profit. 🐂 🟢 : Non-GAAP Net Income rose to . (up .% YoY) demonstrating the ability to squeeze profit" [X Link](https://x.com/Finsee_main/status/1991109006836879379) 2025-11-19T11:39Z 4994 followers, XXX engagements "$WSM Q3 2025 earnings: Williams-Sonoma Inc. continues to separate itself from the pack delivering its third consecutive quarter of positive comparable sales growth. While the broader home furnishings sector struggles with a frozen housing market WSM posted accelerating revenue growth and beat profit expectations. The company is effectively navigating a complex tariff landscapepulling inventory forward and managing costsallowing them to actually raise their full-year margin outlook. 🐂 - : Momentum is accelerating. Comps hit +4.0% (up from +3.7% in Q2 and +3.4% in Q1) with every single" [X Link](https://x.com/Finsee_main/status/1991152797253771595) 2025-11-19T14:33Z 4997 followers, XXX engagements "$VNET Q3 2025 earnings: Wholesale boom drives another beat and raise (VNET) delivered a robust third quarter characterized by explosive growth in its wholesale segment and improved profitability metrics. The company continues to capitalize on the AI-driven demand for high-performance computing in China leading management to raise full-year guidance for both revenue and Adjusted EBITDA. While the bottom line showed a net loss this was primarily due to non-cash fair value changes rather than operational weakness. 🐂 : Wholesale revenue soared XXXX% year-over-year proving the "Hyperscale" [X Link](https://x.com/Finsee_main/status/1991468383712219189) 2025-11-20T11:27Z 5003 followers, XXX engagements "$DAO Q3 2025 earnings: Youdao the AI-focused education and marketing subsidiary of NetEase reported mixed third-quarter results. While total revenue returned to growth (+3.6% YoY) thanks to a surge in online advertising the company's profitability deteriorated significantly. Operating income plummeted nearly XX% year-over-year as the revenue mix shifted drastically toward lower-margin advertising services offsetting gains from their "AI-Native" initiatives. 🐂 : Online Marketing Services revenue surged .% driven by strong demand from NetEase games and overseas markets. : "Youdao" [X Link](https://x.com/Finsee_main/status/1991468571382157766) 2025-11-20T11:28Z 4998 followers, XXX engagements "$STG Q3 2025 earnings: Profitability peaks but growth engine sputters Sunlands Technology Group delivered a quarter defined by a sharp contrast between current profits and future growth indicators. While the company achieved an impressive surge in Net Income and expanded margins by focusing on high-value courses for seniors the top-line story is rapidly deteriorating. New student enrollments and Gross Billingsthe best predictors of future revenueboth contracted year-over-year. Furthermore the companys "revenue store" (deferred revenue) is depleting leading management to guide for a return to" [X Link](https://x.com/Finsee_main/status/1991472830425305419) 2025-11-20T11:44Z 4998 followers, XXX engagements "$MMS Q4 2025 earnings: Profitability gains and cash flow surge mask revenue stagnation Maximus closed its fiscal year 2025 with a focus on efficiency over expansion. While top-line revenue was flat to slightly down in legacy areas the company delivered a massive cash flow result resolving the collection issues that scared investors in Q3. The company is successfully shifting its mix toward higher-margin Federal work and technology-driven efficiency which is evident in the bullish earnings guidance for FY26 despite a forecasted revenue dip. 🐂 : The terrifying 96-day Days Sales Outstanding" [X Link](https://x.com/Finsee_main/status/1991476017290985865) 2025-11-20T11:57Z 4998 followers, XXX engagements "$ROST Q3 2025 earnings: Broad-based acceleration crushes estimates tariff fears subside Ross Stores delivered a significant beat-and-raise quarter characterized by a sharp acceleration in sales trends. Comparable store sales surged % 🟢 far outpacing the management's prior guidance of 2-3%. This momentum was driven by strong back-to-school performance and a positive response to the company's value offering. While tariff costs impacted EPS by $XXXX the company raised its full-year outlook signaling confidence that these headwinds are manageable and diminishing heading into the holiday" [X Link](https://x.com/Finsee_main/status/1991617152101806250) 2025-11-20T21:18Z 5002 followers, XXX engagements "$GPS $GAP Q3 2025 earnings: Core strength offsets tariff drag and Athleta weakness Gap Inc. delivered a strong third quarter that reinforces the success of CEO Richard Dicksons "brand reinvigoration playbook" even as the company navigates significant external and internal headwinds. The narrative is one of divergence: the three legacy brands (Old Navy Gap Banana Republic) are performing exceptionally well posting the 7th consecutive quarter of positive comparable sales for the portfolio. However this strength is masking a deep retrenchment at Athleta and the tangible financial bite of trade" [X Link](https://x.com/Finsee_main/status/1991620720083042813) 2025-11-20T21:32Z 4998 followers, XXX engagements "$ESE Q4 2025 earnings: ; ESCO Technologies delivered a decisive beat to close its fiscal year 2025 validating management's strategy to reshape the company. With the sale of VACCO Industries complete and the Maritime acquisition fully integrated the Aerospace & Defense segment has become the primary engine of the company. While the Utility segment showed mixed results due to renewable energy headwinds the overall picture is one of accelerating profitability. Management provided an aggressive outlook for 2026 forecasting roughly XX% earnings growth at the midpoint. 🐂 : Management" [X Link](https://x.com/Finsee_main/status/1991621121393745962) 2025-11-20T21:34Z 4998 followers, XXX engagements "$KEYS Q4 2025 earnings: Acceleration in orders and revenue major guidance beat and a new $XXX billion buyback. 🐂 : Revenue growth hit XX% YoY but the real story is the guidance for Q1 2026 which implies an acceleration to XX% growth. : Orders surged XX% YoY to $XXXX billion significantly outpacing revenue (book-to-bill ratio of 1.08) signaling a strong backlog for 2026. : It is not just AI anymore. The industrial and general electronics segment (EISG) grew X% confirming a cyclical recovery is taking hold alongside secular AI tailwinds. : Management authorized a new $XXX billion share" [X Link](https://x.com/Finsee_main/status/1993068048660459853) 2025-11-24T21:23Z 5002 followers, XXX engagements "$PFLT Q4 2025 earnings: Portfolio expands but earnings trail dividend PennantPark Floating Rate Capital reported stable Core Net Investment Income (NII) that fell short of its dividend payout for the second consecutive quarter. While the portfolio grew significantly and credit quality remains pristine Net Asset Value (NAV) declined. Management executed significant post-quarter maneuvers to deleverage the balance sheet. PFLT is currently in a transition phase. The company is aggressively originating loansdeploying $XXX million this quarterbut is relying on "spillover income" (undistributed" [X Link](https://x.com/Finsee_main/status/1993072491645067515) 2025-11-24T21:41Z 4998 followers, XXX engagements "$DKS Q3 2025 earnings: A Tale of Two Retailers Dick's Sporting Goods delivered a split-screen quarter: the core business is accelerating and hitting new highs while the newly acquired Foot Locker business is undergoing a painful expensive gut renovation. The company reported excellent results for its standalone "Dick's Business" posting a .% increase in comparable sales (comps) and raising full-year guidance. However the consolidated results were weighed down by the Foot Locker acquisition completed in September. Management is taking immediate aggressive action to fix Foot Locker termed" [X Link](https://x.com/Finsee_main/status/1993295813435330987) 2025-11-25T12:28Z 5002 followers, XXX engagements "$CMBT Q3 2025 earnings: ; "" reported a return to profitability in the third quarter after a loss in Q2 though the headline net income is significantly lower than the same period last year. The quarter was characterized by a "soft summer" with seasonally lower freight rates. However the main story is the company's aggressive outlook for Q4 citing a massive rebound in spot rates for its key Tanker and Dry Bulk segments. The company continues its fleet renewal strategy selling older vessels and taking delivery of eco-friendly newbuilds. 🐂 : EBITDA increased significantly to $238.4" [X Link](https://x.com/Finsee_main/status/1993612351367446923) 2025-11-26T09:26Z 4998 followers, XXX engagements "$ALAR Q3 2025 earnings: - Alarum Technologies delivered massive top-line expansion this quarter proving its pivot to AI data collection is working. Revenue surged XX% from the previous quarter driven by large-scale AI customers. However this growth came with a steep price tag: gross margins collapsed as the company spent heavily on infrastructure to support these new contracts. Management frames this as a deliberate land grab strategy to lock in market share sacrificing current profits for future dominance. 🐂 Explosive Growth: Revenue grew XX% year-over-year and XX% sequentially beating" [X Link](https://x.com/Finsee_main/status/1993661787745493482) 2025-11-26T12:43Z 4994 followers, 1052 engagements "$ALAR new info from the call: Customer Concentration Quantified: Management revealed that the single largest AI customer contributed approximately $XXX million to $XXX million in revenue (over XX% of total revenue) and the top two customers combined accounted for just over XX% of total revenue. Gross Margin Impact Details: The CEO stated that if the company had fulfilled the quarters demand using only in-house solutions rather than relying on third-party partners for the surge in volume gross margins would have been approximately XX% instead of the reported 56%. Margin Recovery Timeline: The" [X Link](https://x.com/Finsee_main/status/1993692195476402278) 2025-11-26T14:43Z 4994 followers, XXX engagements "$SLP Q4 2025 earnings: : Simulations Plus met its revised (and lowered) full-year guidance but the fourth quarter revealed significant weakness. Total revenue declined X% year-over-year with both Software and Services segments shrinking. While the company highlights a resilient performance amidst macro headwinds the forward-looking guidance for FY2026 forecasts essentially zero growth (0% to 4%). Management is pivoting the narrative toward a new AI-driven product vision to be unveiled in January likely attempting to reinvigorate investor interest as the core business stalls. 🐂 Balance" [X Link](https://x.com/Finsee_main/status/1995607824697585674) 2025-12-01T21:35Z 5002 followers, XXX engagements "$CRDO Q2 2026 earnings: Credo Technology Group delivered a stunning performance shattering its previous guidance and reporting the strongest quarterly results in company history. The company is capitalizing heavily on the AI infrastructure boom with revenue nearly quadrupling year-over-year. Management provided a highly aggressive outlook for the next quarter signaling that demand from hyperscalers for connectivity solutions is accelerating rather than stabilizing. 🐂 : Revenue of $268M smashed the previous guidance range of $230M-$240M. : Non-GAAP Net Margin hit XXXX% ($127.8M on $268M" [X Link](https://x.com/Finsee_main/status/1995610999425040700) 2025-12-01T21:48Z 4998 followers, 1089 engagements "$UNFI Q1 2026 earnings: Efficiency gains outweigh revenue dip in turnaround progress United Natural Foods delivered a strong profitability beat for the first quarter of fiscal 2026 validating management's "efficiency over growth" strategy. While top-line revenue dipped slightly due to planned facility exits the company significantly improved its margins and cash flow profile. The narrative has successfully shifted from a company chasing empty calories (revenue volume) to one focused on nutritional value (margins and cash). 🐂 : Adjusted EBITDA surged .% year-over-year to $XXX million and" [X Link](https://x.com/Finsee_main/status/1995830199531766214) 2025-12-02T12:19Z 5003 followers, XXX engagements "$WDH Q3 2025 earnings: Profit explosion driven by tech services mix shift Waterdrop Inc. delivered a standout quarter characterized by accelerating revenue growth and a massive surge in operating profitability. The company has successfully shifted its revenue mix relying less on pure insurance brokerage commissions and significantly more on high-margin "technical service income" derived from its AI and risk management capabilities. While marketing spend increased substantially to acquire traffic the return on investment appears high given the triple-digit growth in operating profit. 🐂 :" [X Link](https://x.com/Finsee_main/status/1996169015517958321) 2025-12-03T10:45Z 5003 followers, XXX engagements "$THO Q1 2026 earnings: Strong start fueled by Motorized segment but full-year outlook remains cautious. Thor Industries delivered a solid first quarter for Fiscal Year 2026 swinging to a profit and posting double-digit revenue growth. The results were driven by exceptional performance in the North American Motorized segment and disciplined margin management in North American Towables. However the European business struggled with profitability and management maintained a conservative full-year outlook citing macroeconomic uncertainty and weak consumer sentiment. 🐂 Bull Case Motorized" [X Link](https://x.com/Finsee_main/status/1996195799626084749) 2025-12-03T12:32Z 4998 followers, XXX engagements "$PATH Q3 2026 earnings: Agentic AI focus yields revenue acceleration and first GAAP operating profit UiPath delivered a strong quarter characterized by accelerating revenue growth and a significant milestone in profitability. The company reported its first-ever third quarter of GAAP operating profitability validating managements recent efforts to tighten operational rigor. While Annualized Renewal Run-rate (ARR) growth remains stable at XX% revenue growth accelerated to XX% year-over-year. The narrative has shifted heavily toward Agentic Automation supported by a flurry of high-profile" [X Link](https://x.com/Finsee_main/status/1996332523572306410) 2025-12-03T21:35Z 4998 followers, XXX engagements "$TIGR Q3 2025 earnings: - : UP Fintech (Tiger Brokers) delivered a historic quarter shattering previous records for revenue net income and total client assets. The companys strategic pivotmoving away from chasing raw user numbers to acquiring high-net-worth clientsis paying off significantly. While new user growth volume slowed slightly compared to Q2 the quality of these users exploded driving massive asset inflows. With the full-year user target already met TIGR is currently firing on all cylinders. 🐂 🟢 : Non-GAAP net income nearly tripled YoY to $XXXX million demonstrating massive" [X Link](https://x.com/Finsee_main/status/1996526796548833383) 2025-12-04T10:27Z 4998 followers, 1182 engagements "$DCI Q1 2026 earnings: Efficiency drives record profits despite trucking headwinds Donaldson Company reported a "beat and raise" quarter characterized by impressive operational discipline. While top-line growth was modest (+3.9%) and weighed down by a severe contraction in the On-Road trucking market the company successfully squeezed significant profitability out of the revenue it did generate. Management raised its full-year profit guidance signaling confidence that cost optimization and strength in Life Sciences and Off-Road markets will offset weakness elsewhere. 🐂 : Despite gross" [X Link](https://x.com/Finsee_main/status/1996546512139042960) 2025-12-04T11:45Z 4998 followers, XXX engagements "$CM Q4 2025 earnings: High-quality beat to close the fiscal year: accelerating revenue double-digit EPS growth and a massive dividend hike. CIBC delivered a record performance to close Fiscal 2025 characterized by broad-based growth across all business units. The bank successfully navigated the CEO transition from Victor Dodig to Harry Culham (effective Nov 1) without missing a beat. Revenue growth accelerated significantly compared to Q3 driven by margin expansion and volume growth. While credit provisions rose the bank signaled confidence in its future cash flows by announcing a" [X Link](https://x.com/Finsee_main/status/1996558453569986675) 2025-12-04T12:33Z 4998 followers, XXX engagements "$TD Q1 2025 earnings: : . & TD Bank kicked off its transition year with a complex quarter. While the core Canadian and Wholesale businesses delivered record revenues the bottom line was pressured by the massive costs of cleaning up its U.S. operations. The headline story is the strategic pivot: selling its stake in Charles Schwab to build a fortress balance sheet (14.2% pro forma CET1) and fund a massive $X billion buyback. However management sounded the alarm on trade tariffs taking early credit precautions that could weigh on future results. 🐂 : Following the sale of its Schwab stake" [X Link](https://x.com/Finsee_main/status/1996573068534096088) 2025-12-04T13:31Z 4997 followers, XXX engagements "$REX Q3 2025 earnings: Consistent profits amid permit delays REX American Resources delivered a solid operational beat in the third quarter marking its 21st consecutive quarter of profitability. Financial results improved significantly on a sequential basis compared to Q2 driven by higher volumes though year-over-year gross profit faced pressure from weaker commodity pricing. The company continues to boast a "fortress balance sheet" with zero debt and a growing cash pile. However the narrative is slightly dampened by another delay in the regulatory timeline for its Carbon Capture and" [X Link](https://x.com/Finsee_main/status/1996591522829959436) 2025-12-04T14:44Z 5003 followers, XXX engagements "$HOV Q4 2025 earnings: Balance Sheet Victory Income Statement Pain Hovnanian Enterprises delivered a mixed fourth quarter that highlights a transition period for the homebuilder. While the company successfully executed a massive balance sheet restructuringremoving a long-standing overhang by shifting to unsecured debtoperational results softened significantly. The pace over price strategy which fueled growth earlier in the year stalled this quarter with contract volumes falling year-over-year. Management met their own guidance but the near-term outlook involves a painful margin trough in Q1" [X Link](https://x.com/Finsee_main/status/1996601566820794430) 2025-12-04T15:24Z 5002 followers, XXX engagements "$CM new info from the call: Fiscal 2026 Guidance and Outlook Expense Growth: Management intends to manage expense growth to the mid-single digits for fiscal 2026 a significant moderation from the XX% growth seen in Q4. This target applies to both the all-bank level and specifically to the U.S. region. EPS Outlook: Fiscal 2026 EPS growth is expected to be at the high end or higher than the medium-term target range of X% to 10%. ROE Target: The bank expects to achieve its return on equity (ROE) target of above XX% in fiscal 2026. Credit Guidance: The impaired provision for credit losses (PCL)" [X Link](https://x.com/Finsee_main/status/1996638987734179965) 2025-12-04T17:53Z 4997 followers, XXX engagements "$TD new info from the call: Strategic Capital Allocation & Buybacks New Buyback Program: Management plans to initiate a new share repurchase program of $6$7 billion after the current $X billion program concludes (expected by the end of Q1 2026). This is intended to effectively return all capital generated from the Charles Schwab stake sale to shareholders. Dividend Policy Change: The bank is moving from an annual dividend review cycle to a semi-annual cycle to better align shareholder returns with earnings growth. Capital Ratio Trajectory: The bank aims to gradually reduce its CET1 ratio" [X Link](https://x.com/Finsee_main/status/1996643161343443311) 2025-12-04T18:10Z 4997 followers, XXX engagements "$DCI new info from the call: Financials & Guidance Nuances Tariff Impact Reduced: The estimated annualized impact from tariffs has been lowered to approximately $XX million down from the previous estimate of $XX million. Profit Seasonality: Operating profit is heavily weighted toward the second half of the fiscal year (approximately 55%) due to expected volume leverage and the abatement of headwinds from footprint optimization initiatives. Life Sciences Profitability: While the segment is expected to remain profitable in every quarter margins will likely be lower than Q1 levels which" [X Link](https://x.com/Finsee_main/status/1996644275581563341) 2025-12-04T18:14Z 4998 followers, XXX engagements "$ULTA Q3 2025 earnings: - Ulta Beauty delivered a revenue beat this quarter driven by solid organic growth and the integration of its recent Space NK acquisition. Sales grew double-digits and comparable sales remained strong. However profitability is under pressure. While gross margins improved thanks to lower theft (shrink) heavy spending on the Ulta Beauty Unleashed strategy caused operating expenses to spike resulting in flat Earnings Per Share (EPS) despite the sales jump. Management raised full-year guidance but signaled a deceleration heading into the holiday season. 🐂 Strong Sales" [X Link](https://x.com/Finsee_main/status/1996689820353982656) 2025-12-04T21:15Z 5000 followers, XXX engagements "$IOT Q3 2026 earnings: Samsara delivered a milestone quarter reporting its first-ever quarterly GAAP net profit ($7.8 million) while maintaining strong top-line growth. Revenue and ARR both grew XX% year-over-year. The company demonstrated significant operating leverage with non-GAAP operating margins expanding nearly 2x compared to last year. While revenue growth has decelerated slightly from prior quarters (from 30-32% down to 29%) the companys ability to move upmarket is accelerating evidenced by a record number of new large customers. 🐂 🟢 : Achieved positive GAAP Net Income ($0.01" [X Link](https://x.com/Finsee_main/status/1996694014779867165) 2025-12-04T21:32Z 4997 followers, XXX engagements "$CHPT Q3 2026 earnings: Return to growth and balance sheet repair () delivered a "beat and raise" quarter that marks a potential turning point for the company. After struggling with declining revenues in previous periods ChargePoint returned to year-over-year growth exceeding the top end of its own guidance. The company also executed a massive debt reduction strategy immediately after the quarter closed significantly de-risking the financial narrative. While profitability remains an ongoing target record margins and a repaired balance sheet offer a stronger foundation than investors have" [X Link](https://x.com/Finsee_main/status/1996699732102775006) 2025-12-04T21:54Z 5002 followers, XXX engagements "$KYMR earnings: Kymera Therapeutics: Strong Execution and New Partnership Extend Runway Sharpen Focus on STAT6 Kymera delivered a strong quarter of execution highlighted by positive Phase X data for its lead asset KT-621 (STAT6) that met or exceeded expectations. A new strategic partnership with Gilead and a recent equity raise have bolstered the balance sheet extending the cash runway into late 2028. This provides substantial funding through multiple key clinical readouts. The bull case is significantly strengthened by the clinical de-risking of STAT6 and external validation from the Gilead" [X Link](https://x.com/Finsee_main/status/1954864124946448419) 2025-08-11T11:15Z 5004 followers, XXX engagements "$SAIL earnings: SailPoint Delivers a Strong Beat-and-Raise Quarter Showcasing Impressive Profitability SailPoint reported excellent Q2 results exceeding its guidance on all key metrics and raising its full-year outlook. The quarter was highlighted by strong ARR growth and a massive beat on operating margin demonstrating significant operating leverage. Bulls will point to the robust XX% ARR growth impressive XX% SaaS ARR growth and a nearly 1000 basis point YoY improvement in adjusted operating margin. The company is successfully navigating its SaaS transition while delivering increasing" [X Link](https://x.com/Finsee_main/status/1965380371765211409) 2025-09-09T11:42Z 5003 followers, 1424 engagements "$LAKE earnings and call: Record Revenue and Strong Rebound Clouded by Guidance Cut Lakeland reported a mixed but operationally strong quarter. Bulls will point to record revenue a significant acceleration in organic growth (14%) and a massive sequential rebound in margins and Adj. EBITDA proving Q1s weakness was a temporary issue. The long-awaited $3.1M Jolly boot order was also successfully shipped. Bears will focus squarely on the disappointing cut to the full-year Adj. EBITDA guidance driven by persistent tariff-related weakness in the high-margin Latin America region. While the" [X Link](https://x.com/Finsee_main/status/1965528663631561081) 2025-09-09T21:32Z 5003 followers, 1188 engagements "$RGP earnings: RGP (RGP): Cost Discipline Shines Through Revenue Fog But Top-Line Turnaround Remains Elusive. RGP delivered mixed first-quarter results that highlight a clear divergence between strong operational execution and persistent top-line weakness. The company successfully managed costs beating guidance on gross margin and SG&A which led to a significant improvement in net loss year-over-year. However revenue continues to decline at a double-digit rate in its core US segments signaling that the difficult macro environment is still a major headwind. What Bulls Will Like: RGP is proving" [X Link](https://x.com/Finsee_main/status/1976025458895667484) 2025-10-08T20:42Z 5002 followers, XXX engagements "$ACI earnings: Albertsons: Solid Execution and a Massive Buyback Signal Confidence Albertsons delivered a solid quarter meeting its decelerated Q2 sales expectations while raising its full-year guidance for both sales and EPS. The results continue to be a story of strategic trade-offs: impressive growth in lower-margin digital and pharmacy channels is funding investments and driving traffic but continues to pressure gross margins. The standout news is the aggressive capital return via a $750M accelerated share repurchase a clear signal of managements confidence in their strategy and the" [X Link](https://x.com/Finsee_main/status/1978063181382578671) 2025-10-14T11:39Z 5004 followers, XXX engagements "$SNA earnings: Snap-on: Legal Gain Masks Flat Core Earnings Amid Segment Divergence Snap-on reported a solid headline quarter with sales growth returning and EPS beating last years figure. However a significant one-time legal settlement of $XXXX per share accounted for the entire earnings beat suggesting underlying profitability was flat year-over-year. Bulls will champion the powerful acceleration in the Repair Systems & Information (RS&I) segment which posted stellar XXX% organic growth and the stabilization in the Commercial & Industrial (C&I) segment after last quarters sharp decline." [X Link](https://x.com/Finsee_main/status/1978804952106684765) 2025-10-16T12:47Z 5004 followers, XXX engagements "$CNS earnings: Cohen & Steers: Flow Inflection and Margin Expansion Signal a Turnaround Cohen & Steers delivered a strong quarter beating expectations on the bottom line and more importantly reversing last quarters net outflows. The return to positive flows (+233M vs. -$131M in Q2) was driven by continued strength in open-end funds validating managements commentary last quarter about a rebuilding pipeline. Impressively this top-line recovery was paired with excellent cost control leading to significant operating margin expansion. For Bulls: The flow inflection is the key headline supported by" [X Link](https://x.com/Finsee_main/status/1979078855110406331) 2025-10-17T06:55Z 5002 followers, XXX engagements "$ALLY earnings: Ally Financial (ALLY): Margin and Credit Strength Pave the Way for Capital Return Questions Ally delivered a very strong quarter handily beating expectations on the back of impressive Net Interest Margin (NIM) expansion and continued credit quality improvement. The results show that the companys focused strategy is paying off with core franchises demonstrating significant momentum. Bulls will point to the XX bps sequential jump in NIM (ex-OID) to XXXX% the improved full-year guidance for charge-offs and a CET1 ratio that has now crossed the XX% mark. Bears may note the slight" [X Link](https://x.com/Finsee_main/status/1979148932656828621) 2025-10-17T11:34Z 5003 followers, 1328 engagements "$DGX earnings: Quest Diagnostics: Firing on All Cylinders with Accelerating Organic Growth Quest delivered an impressive beat-and-raise quarter silencing concerns about relying solely on acquisitions for growth. The core story is the significant acceleration in organic revenue growth to XXX% well ahead of last quarters 5.2%. This combined with another increase in full-year guidance for revenue and adjusted EPS paints a picture of a company with strong underlying momentum. The massive raise in the cash flow forecast and a major new JV with Corewell Health provide both near-term confidence and" [X Link](https://x.com/Finsee_main/status/1980606261423931474) 2025-10-21T12:05Z 5004 followers, XXX engagements "$AVY earnings: Avery Dennison: Solid Quarter Beats Guidance but Segment Performance Diverges Avery Dennison (AVY) delivered a solid quarter beating the high end of its adjusted EPS guidance. The bull case is supported by a strong recovery in the high-growth Solutions Group driven by a rebound in Intelligent Labels and continued strong capital returns including a new acquisition. However bears will focus on the deteriorating organic sales in the larger core Materials Group and margin pressure in the growing Solutions segment. The rebound in the strategic growth areas is encouraging but" [X Link](https://x.com/Finsee_main/status/1980956589231088106) 2025-10-22T11:17Z 5002 followers, XXX engagements "$TDY earnings: Teledyne: Strong Beat and Raise Overshadows Margin Pressure Teledyne delivered a strong quarter handily beating prior guidance and raising its full-year outlook. Record quarterly sales non-GAAP EPS and free cash flow underscore solid execution. The cautious tone from last quarter regarding a short-cycle slowdown proved unwarranted with management now citing a recovery. For bulls the strong results raised guidance and a fortress-like balance sheet (1.4x leverage) are compelling. Bears will point to decelerating organic growth contracting operating margins and a new headwind from" [X Link](https://x.com/Finsee_main/status/1980958865265979543) 2025-10-22T11:26Z 5003 followers, XXX engagements "$KMI earnings: Natural Gas Strength Overcomes Minor Headwinds; Story Remains Firmly on Track Kinder Morgan (KMI) delivered another strong quarter reinforcing the bullish thesis centered on North American natural gas infrastructure. Results met the high bar set last quarter with adjusted EPS and EBITDA showing solid growth. The highlight was a significant positive turnaround in natural gas gathering volumes directly addressing a key concern from Q2. The balance sheet continues to strengthen evidenced by leverage ticking down to 3.9x and a credit upgrade from Fitch. Bull Case: The company is" [X Link](https://x.com/Finsee_main/status/1981094966706217165) 2025-10-22T20:27Z 5002 followers, 1090 engagements "$URI earnings: Mixed Quarter: Revenue Raised but Margins and Cash Flow Weaken United Rentals delivered a complex third quarter. While strong demand prompted a raise in full-year revenue and capital spending guidance this was overshadowed by continued margin compression and a significant cut to the free cash flow forecast. The bull case rests on the top-line momentum and managements confidence to invest more heavily in fleet. However the bear case is more compelling this quarter pointing to deteriorating profitability particularly in the high-growth Specialty segment and slowing fleet" [X Link](https://x.com/Finsee_main/status/1981096027475038506) 2025-10-22T20:31Z 5003 followers, XXX engagements "$GGG earnings: Graco Navigates Soft Markets with M&A and Pricing but Organic Weakness Persists Graco reported a mixed third quarter where headline results boosted by acquisitions and a significant one-time gain masked continued organic softness across its business. While revenue grew X% and reported EPS jumped XX% organic sales declined X% reflecting ongoing weakness in global construction. Managements ability to hold gross margins flat and reiterate full-year organic growth guidance is a positive. However the bull case relies on acquisitions integrating well and a meaningful organic" [X Link](https://x.com/Finsee_main/status/1981105085674324410) 2025-10-22T21:07Z 5003 followers, XXX engagements "$CHDN earnings: Churchill Downs: HRM Bets Pay Off Driving Record Q3 While Regional Gaming Stalls Churchill Downs (CDI) reported a strong quarter driven by exceptional performance in its Live and Historical Racing segment confirming its aggressive capital deployment into Historical Racing Machines (HRMs) is yielding significant returns. Record Q3 revenue and Adjusted EBITDA were highlights showcasing powerful growth in Virginia and Kentucky. However the results were partially offset by softness in the regional Gaming segment and a notable non-cash impairment charge related to a recent" [X Link](https://x.com/Finsee_main/status/1981116024867946957) 2025-10-22T21:50Z 5003 followers, XXX engagements "$ALLE earnings: Allegions results show strong execution with M&A amplifying solid organic performance and prompting a guidance raise. This was a very strong quarter for Allegion. Bulls will point to the double-digit revenue growth driven by continued strength in the core Americas Non-Residential business and a surprising turnaround in Americas Residential. The significant contribution from recent acquisitions is now clearly visible and the company raised its full-year outlook for reported revenue and adjusted EPS. Strong cash flow also allows for continued capital deployment. Bears may note" [X Link](https://x.com/Finsee_main/status/1981310069829488935) 2025-10-23T10:41Z 5003 followers, XXX engagements "$WST earnings: West Pharmaceutical: Strong Quarter with Guidance Raised Again HVP and GLP-1 Fuelling Growth West delivered a strong third quarter beating its revenue and EPS guidance significantly. The core growth engine High-Value Products (HVP) Components accelerated driven by powerful demand from GLP-1 therapies and ongoing Annex X conversions. This momentum led management to raise its full-year 2025 guidance for the second consecutive quarter. Bulls will cheer the strong execution the impressive beat-and-raise and the accelerating contribution from the high-margin GLP-1 category which now" [X Link](https://x.com/Finsee_main/status/1981315888205722094) 2025-10-23T11:04Z 5004 followers, XXX engagements "$GTX earnings: Garrett Motion: Strong Quarter with Raised Outlook and Enhanced Shareholder Returns Garrett Motion reported a strong third quarter beating expectations on the top and bottom lines raising its full-year guidance and significantly increasing shareholder returns. The results showcase solid operational execution with the company successfully navigating industry crosscurrents like unfavorable product mix while capitalizing on growth opportunities and cost controls. The bull case is significantly strengthened by this quarters performance. For the Bulls: Revenue grew X% (6% at" [X Link](https://x.com/Finsee_main/status/1981320074129502488) 2025-10-23T11:21Z 5003 followers, XXX engagements "$COUR earnings: Coursera Q3 2025: Consumer Strength & AI Push Mask Enterprise Headwinds Coursera delivered another solid quarter beating its own guidance and raising its full-year revenue outlook. The narrative of renewed execution under CEO Greg Hart is gaining traction with the larger Consumer segment (+13% YoY) firing on all cylinders driven by strong learner growth and the success of the Coursera Plus subscription model. The company is leaning heavily into the AI tailwind highlighted by a new high-profile integration directly into ChatGPT. However this strength is offset by clear weakness" [X Link](https://x.com/Finsee_main/status/1981456332457738263) 2025-10-23T20:22Z 5002 followers, 1108 engagements "$BKR earnings: IETs Record Quarter and a Transformative Deal Overshadow OFSE Weakness Baker Hughes reported a strong third quarter beating its own EBITDA guidance driven by a spectacular performance in its Industrial & Energy Technology (IET) segment. Record IET orders fueled by major LNG awards propelled the backlog to new highs. However the Oilfield Services & Equipment (OFSE) segment continues to struggle with a softening market posting declining year-over-year results and margin compression. The big news was the announced intent to acquire Chart Industries for $XXXX billion a massive" [X Link](https://x.com/Finsee_main/status/1981473216188014982) 2025-10-23T21:30Z 5004 followers, XXX engagements "$ITW earnings: ITW: Solid Execution Delivers Record Margins Amid Tepid Growth Illinois Tool Works (ITW) delivered another quarter of impressive operational execution posting record operating margins and strong free cash flow. The company continues to successfully navigate a challenging demand environment by focusing on its internal initiatives. Bulls will point to the record XXXX% operating margin X% adjusted EPS growth and XX% increase in free cash flow as clear evidence that the ITW business model is working. The continued strength in the Automotive OEM segment is another major positive." [X Link](https://x.com/Finsee_main/status/1981714565336342908) 2025-10-24T13:29Z 5005 followers, XXX engagements "$DQ earnings: Daqo New Energy: Inflection Point Reached as Prices and Volumes Rebound Daqo New Energy reported a strong turnaround in its Q3 results swinging from deep losses to adjusted profitability. The quarter was marked by a significant recovery in polysilicon prices a surge in sales volume that cleared out excess inventory and impressive cost control. The results and guidance suggest the industry downturn may have bottomed out largely thanks to Chinese government intervention to curb irrational competition. For the Bulls: The story is straightforward. Prices are up sales volumes more" [X Link](https://x.com/Finsee_main/status/1982773829324652681) 2025-10-27T11:38Z 5005 followers, 1966 engagements "$WELL earnings: Welltower Goes All-In with Massive UK Bet and Unprecedented Leadership Lock-up Welltower delivered another strong quarter beating and raising FFO guidance again on the back of robust Seniors Housing Operating (SHO) performance. However the in-quarter results were completely overshadowed by transformative post-quarter announcements. The company is executing a massive portfolio rotation acquiring $XX billion in assets (primarily UK seniors housing) and funding it with $X billion in dispositions (primarily a huge outpatient medical portfolio). Even more striking is a new 10-year" [X Link](https://x.com/Finsee_main/status/1982909205548797972) 2025-10-27T20:36Z 5004 followers, 1022 engagements "$METC earnings: Ramaco Resources (METC) Q3 2025 Financial Review Q3 2025: Met Coal Resilience Amid Weak Markets REE Acceleration Fully Funded Ramaco delivered Q3 2025 results reflecting highly disciplined Met Coal operations and a major acceleration of the Brook Mine Rare Earth Element (REE) development. The company achieved record liquidity and a net cash position securing funding for its transition into a dual-platform critical minerals company. While Met Coal revenues suffered from weak global pricing management successfully lowered costs and protected margins by cutting volume. The key" [X Link](https://x.com/Finsee_main/status/1982916424482914415) 2025-10-27T21:04Z 5003 followers, 1064 engagements "$LEG earnings: Execution Amidst Softness: L&P Slashes Debt and Reaffirms Guidance Midpoint Leggett & Platt reported a mixed but solid third quarter. While persistent demand weakness continues to pressure volumes the company is executing well on its strategic priorities. The successful sale of the Aerospace business allowed for a significant debt reduction strengthening the balance sheet considerably. Restructuring benefits are materializing helping to support margins. Managements decision to narrow the guidance range while reaffirming the midpoint signals confidence in their ability to" [X Link](https://x.com/Finsee_main/status/1982933465772314685) 2025-10-27T22:12Z 5002 followers, XXX engagements "$SHW earnings: Solid Quarter in a Tough Market Core Business Shows Strength Sherwin-Williams delivered a solid third quarter with results coming in at the high end of their sales guidance. The standout performance was in the core Paint Stores Group (PSG) which saw volume growth across all professional segments strongly suggesting market share gains. While the overall demand environment remains challenging (softer for longer) the company is executing well controlling costs and capitalizing on competitor instability. For the Bulls: The strength in the PSG segment is exactly what you want to" [X Link](https://x.com/Finsee_main/status/1983131270994366768) 2025-10-28T11:18Z 5005 followers, XXX engagements "$XYL earnings: Strong Execution Drives Margin Beat and Substantial Guidance Raise Xylem delivered an impressive third quarter beating its guidance on all key metrics. The results showcase excellent operational execution with record profitability driven by the companys simplification initiatives. This performance gives management the confidence to significantly raise its full-year guidance for both margin and EPS. The bull case is compelling. The magnitude of the beat and raise particularly the XXX bps year-over-year expansion in adjusted EBITDA margin to a record XXXX% demonstrates that the" [X Link](https://x.com/Finsee_main/status/1983132744268812470) 2025-10-28T11:24Z 5004 followers, XXX engagements "$AOS earnings: North America Strength Cant Fully Offset Chinas Drag Leading to Guidance Cut A. O. Smith reported a solid quarter with strong execution in North America driving a XX% EPS increase. However this strength was overshadowed by a guidance reduction for the full year. For the bulls: North America is performing very well. Sales grew X% and segment margin expanded by XXX basis points proving the company can successfully manage cost inflation with pricing actions. The continued strength in boilers and commercial water heaters is a significant positive. Capital returns remain robust with" [X Link](https://x.com/Finsee_main/status/1983136218922569806) 2025-10-28T11:38Z 5004 followers, XXX engagements "$ABG earnings: Resilient Service & Cost Control Offset Expected Pressure on New Car Margins The Q3 results show a company executing well in a normalizing market. The defensive strength of the Parts & Service business and disciplined cost control are providing a solid foundation which is what bulls will focus on. However the pressures that were flagged last quarter are now clearly visible in the numbers particularly the decline in new vehicle profitability and persistently weak used vehicle volumes which will be the focus for bears. The balance sheet is more leveraged following the Herb" [X Link](https://x.com/Finsee_main/status/1983138778748162232) 2025-10-28T11:48Z 5002 followers, XXX engagements "$ZBRA earnings: Solid Beat and Raise Fueled by Tariff Mitigation and New Buyback Plan Zebra Technologies reported strong Q3 results that surpassed guidance on revenue margins and EPS. The company continues to demonstrate excellent execution particularly in managing U.S. import tariffs which are now a smaller headwind than previously feared. This operational strength combined with a newly announced $XXX million share repurchase program should be well-received. For the Bulls: The quarter was a clean beat-and-raise. The full-year outlook for sales and EPS was increased the negative impact from" [X Link](https://x.com/Finsee_main/status/1983145158318162431) 2025-10-28T12:13Z 5004 followers, XXX engagements "$WPC earnings: Strong Momentum Continues with Raised Guidance and Active Capital Recycling W. P. Carey delivered another solid quarter characterized by strong execution on its capital recycling strategy. The company raised its full-year guidance for both investments and AFFO for the second consecutive quarter. Bulls will highlight the continued momentum the ability to fund accretive acquisitions with well-priced asset sales and the proactive capital management shown by tapping the ATM program for future flexibility. Bears may point to the slight sequential dip in AFFO per share (which was" [X Link](https://x.com/Finsee_main/status/1983271274009784789) 2025-10-28T20:34Z 5004 followers, XXX engagements "$VLTO earnings: Veralto (VLTO): Solid Beat and Raise Overshadowed by Lingering Margin Pressure Veralto delivered another quarter of consistent execution beating its own EPS guidance and raising the full-year outlook. The results showcase the durability of its business model and strength in North America. However the bull case is tempered by persistent and slightly worsening margin compression in the Product Quality & Innovation (PQI) segment and a notable slowdown in Europe. For the Bulls: Beat & Raise: Q3 Adjusted EPS of $XXXX comfortably beat the high end of guidance ($0.91-$0.95). The" [X Link](https://x.com/Finsee_main/status/1983276342935466211) 2025-10-28T20:55Z 5002 followers, XXX engagements "$AEP earnings: Growth Story Accelerates Further Shifting Focus to Execution and Funding The bull case for AEP significantly strengthened this quarter. The company not only delivered on its promise to update its capital plan but exceeded expectations by raising it to $XX billion and increasing its long-term growth rate to 7-9%. This is all underpinned by another substantial increase in contracted load. The primary concern and what bears will focus on is the sheer scale of this growth. Financing a plan this large without excessive shareholder dilution or balance sheet strain is now the most" [X Link](https://x.com/Finsee_main/status/1983491446687592873) 2025-10-29T11:09Z 5003 followers, 1226 engagements "$WSO earnings: Watsco Q3 2025: Strong Execution in a Challenging Market The company is successfully navigating a difficult market demonstrating impressive margin control and cash generation despite declining sales. Bulls will focus on the record gross margin and massive inventory reduction proving the strength of Watscos technology and operational discipline. Bears will point to the continued revenue decline persistent SG&A growth and significant weakness in international markets questioning when top-line growth will resume. For now the bull case on long-term operational strength appears more" [X Link](https://x.com/Finsee_main/status/1983504716077130210) 2025-10-29T12:02Z 5004 followers, XXX engagements "$CLH earnings: ES Strength Continues but Macro Headwinds Force Guidance Trim Clean Harbors delivered another quarter of impressive margin expansion in its core Environmental Services (ES) segment demonstrating strong operational execution and pricing power. However persistent softness in industrial-facing businesses and broader macroeconomic uncertainty have led to a slight reduction in the full-year EBITDA forecast. While the long-term growth drivers remain intact near-term challenges are becoming more visible. For Bulls: The core ES business is firing on all cylinders marking its 14th" [X Link](https://x.com/Finsee_main/status/1983505317280272768) 2025-10-29T12:04Z 5003 followers, XXX engagements "Sprouts $SFM Q3 2025 Earnings - Solid Quarter But Guidance Signals a Sharp Slowdown Sprouts delivered a solid Q3 with an earnings beat but this was overshadowed by a miss on comparable sales and a significantly weaker outlook for Q4. The bull case points to strong profit execution and a new $X billion buyback. The bear case which appears more compelling for the near term focuses on the rapid deceleration in comparable sales growth. Key Points: For the Bulls: Q3 EPS of $XXXX comfortably beat the companys guidance ($1.12-$1.16). Management demonstrated good cost control and announced a new" [X Link](https://x.com/Finsee_main/status/1983637541103587415) 2025-10-29T20:50Z 5003 followers, 1731 engagements "$MAA Q3 2025: Stable Operations Mask Underlying Weakness as Guidance is Trimmed MAA delivered a stable quarter meeting expectations on Core FFO. However this stability is supported almost entirely by strong renewal rates and low turnover masking significant pressure on new lease pricing. While management continues to message an upcoming recovery based on lower supply the negative same-store results and a slight reduction in full-year guidance suggest the challenging environment persists. The bull case relies on this future recovery but the current results give more weight to the bear case." [X Link](https://x.com/Finsee_main/status/1983644930728980651) 2025-10-29T21:19Z 5003 followers, XXX engagements "$ROG earnings: Rogers Corp. (ROG) Q3 2025 Results: Strong Execution Met with Cautious Outlook Summary A strong beat and raise quarter is overshadowed by a significantly weaker Q4 guide. Rogers delivered results at the high end of its guidance across the board demonstrating excellent execution on cost controls and capturing demand in non-EV markets. This is a solid first step for the new interim CEO. However the outlook for Q4 points to a sharp sequential decline in both sales and margins suggesting underlying market weakness and seasonality will halt the near-term momentum. The bull case is" [X Link](https://x.com/Finsee_main/status/1983666774882062506) 2025-10-29T22:46Z 5003 followers, XXX engagements "$ASX earnings and call: ASE Technology: Strong Beat and Raise as AI Cycle Intensifies ASE delivered a powerful third quarter beating guidance across the board on both revenue and profitability. The ATM (semiconductor assembly and testing) segment was the star performer hitting record revenues driven by insatiable AI demand for leading-edge services and a stronger-than-expected recovery in the mainstream market. Management raised its full-year outlook and boosted CapEx for the second consecutive quarter signaling strong confidence in momentum carrying into 2026. For the bulls: The quarter was" [X Link](https://x.com/Finsee_main/status/1983825616722854173) 2025-10-30T09:17Z 5005 followers, 1035 engagements "$WEC earnings: Solid Quarter Driven by Strong Demand; Awaits Crucial Capital Plan Update This was a solid quarter for WEC with results beating the top end of their guidance. The core story remains the strong economic growth and electricity demand in their service area particularly from data centers. For bulls the strong demand growth and earnings beat are clear positives. For bears the major question of how the company will fund this massive growth without significant shareholder dilution remains unanswered until the new capital plan is released. Currently the bull case is more compelling" [X Link](https://x.com/Finsee_main/status/1983867001681465458) 2025-10-30T12:02Z 5004 followers, XXX engagements "$ARGX earnings: argenx: Strong Beat and Raise; VYVGART Momentum Continues Unabated argenx reported another exceptional quarter with VYVGART sales significantly outpacing previous results demonstrating robust demand and excellent commercial execution. The impressive top-line growth translated into a substantial increase in profitability showcasing strong operating leverage. While the pipeline saw two minor discontinuations the overall progress on key registrational programs remains firmly on track. The bull case is significantly strengthened by this powerful print with the company firing on" [X Link](https://x.com/Finsee_main/status/1983867869256368527) 2025-10-30T12:05Z 5003 followers, XXX engagements "$WLK earnings: Westlake Q3 2025: Massive PEM Impairment Overshadows HIPs Softening Resilience This was a very tough quarter for Westlake dominated by a significant goodwill impairment that confirms deep-seated issues in the materials (PEM) segment. While the housing (HIP) segment remains profitable it is also showing signs of slowing down. The bear case is compelling as macro headwinds are now clearly visible across both segments and self-help measures may not be enough to offset them in the near term. For the bears: The $XXX million impairment in the North American Chlorovinyls business is a" [X Link](https://x.com/Finsee_main/status/1983874275707625669) 2025-10-30T12:31Z 5004 followers, XXX engagements "$AAP earnings: Turnaround Accelerates with Strongest Quarter in Two Years This was a significant quarter for Advance Auto Parts providing the strongest evidence yet that the turnaround plan is not only working but gaining momentum. The XXX% comparable sales growth and substantial margin expansion were impressive especially the return to growth in the previously weak DIY segment. Management raised and tightened guidance signaling improved visibility and confidence. The bull case is compelling with operational metrics firing on multiple cylinders. Bears will point to the continued negative free" [X Link](https://x.com/Finsee_main/status/1983882370500411845) 2025-10-30T13:03Z 5003 followers, XXX engagements "$GEL earnings: Inflection Point Reached But Near-Term Guidance Trimmed. The third quarter was pivotal for Genesis. The company successfully brought its major offshore growth projects online driving strong results in that segment and finally reaching the long-awaited free cash flow inflection point. This is the most important long-term development. However this was partially offset by notable weakness in the Marine segment and another small reduction in full-year guidance. For Bulls: The investment thesis is playing out. The massive multi-year offshore projects are online and ramping as" [X Link](https://x.com/Finsee_main/status/1983907857708773571) 2025-10-30T14:44Z 5003 followers, XXX engagements "$MSI earnings: Motorola Solutions: Strong Execution and Silvus Integration Fuel Beat-and-Raise Quarter Motorola Solutions reported another outstanding quarter delivering record Q3 revenue earnings and cash flow. The results demonstrated strong execution across the board with particular strength in the Software & Services segment and International markets. The recent Silvus acquisition is off to a strong start contributing to the top line and securing an early international win. The company raised its full-year EPS guidance for the second consecutive quarter signaling strong profitability and" [X Link](https://x.com/Finsee_main/status/1983992276817764641) 2025-10-30T20:19Z 5004 followers, 1129 engagements "$WY earnings: Weyerhaeuser Q3 2025: Wood Products Collapse Overshadows Portfolio Progress The quarter was defined by two opposing stories. The Wood Products business saw a dramatic collapse in profitability due to falling prices significantly missing the mark. However the company is executing well on its strategic portfolio management and the Real Estate segment outperformed leading to raised full-year guidance for that unit. For the near term the negative story in the core wood business is more powerful. For Bulls: The Real Estate & ENR segment was a bright spot beating Q3 guidance and" [X Link](https://x.com/Finsee_main/status/1983997700375752784) 2025-10-30T20:41Z 5004 followers, XXX engagements "$IR earnings: Mixed Quarter as P&ST Strength is Offset by Core IT&S Weakness Prompting Guidance Trim A mixed quarter for Ingersoll Rand. Bulls will point to the strong rebound in the P&ST segment continued M&A execution and shareholder returns. However bears will focus on the material weakness in the larger core IT&S segment which saw organic revenue decline and significant margin compression. This weakness forced a trim to full-year guidance particularly for EPS making the bear case more compelling in the near term. Main Financials The third quarter showed top-line growth driven entirely by" [X Link](https://x.com/Finsee_main/status/1984006234853229024) 2025-10-30T21:15Z 5004 followers, XXX engagements "$ATR earnings: Pharma Strength Masks Broader Slowdown and Guides to a Weaker Q4 Aptar delivered a mixed quarter. The results were headlined by a solid beat on adjusted EPS driven by outstanding performance in the Pharma segment particularly Injectables. However this strength conceals underlying weakness across the rest of the business. Both the Beauty and Closures segments saw core sales stagnate or decline and experienced significant margin pressure. The outlook for Q4 points to a sharp deceleration. The bull case rests entirely on the Pharma segments momentum and the EPS beat. Bears will" [X Link](https://x.com/Finsee_main/status/1984006952351945029) 2025-10-30T21:18Z 5002 followers, XXX engagements "$AJG earnings: Gallagher Reports Solid Quarter Overshadowed by AssuredPartners Integration Noise Arthur J. Gallagher (AJG) delivered a solid third quarter highlighted by strong top-line growth driven by the landmark acquisition of AssuredPartners (AP) which closed in August. However the initial financial contribution from AP came in significantly below recent estimates raising questions about the near-term integration. The underlying core business remains healthy with steady performance in Risk Management though Brokerage organic growth showed some deceleration. For the Bulls: The" [X Link](https://x.com/Finsee_main/status/1984009787894591938) 2025-10-30T21:29Z 5004 followers, 1074 engagements "$DXC Q2 FY26: Strong Execution on Costs and Cash But Revenue Turnaround Remains Elusive This was a quarter of disciplined financial management. The company delivered solid results on profitability and free cash flow beating its guidance and raising the full-year cash flow target. However the core challenge of persistent revenue declines remains with a weak quarterly book-to-bill ratio suggesting the path to growth is still uncertain. The bull case rests on strong cost control and cash generation while the bear case points to the lack of tangible progress in stabilizing the top line. For now" [X Link](https://x.com/Finsee_main/status/1984015526763614523) 2025-10-30T21:52Z 5003 followers, XXX engagements "$NVT earnings: Data Center Growth Fuels Record Quarter and Higher Outlook This was an exceptionally strong quarter for nVent marking their first billion-dollar sales period. The company significantly beat its prior guidance on both revenue and earnings driven by accelerating momentum in its data center and power utility end markets. The bull case is compelling: organic growth is accelerating sharply the full-year outlook was raised again and record backlog provides strong visibility. The bear case is minor but present focusing on margin contraction year-over-year likely due to acquisition mix" [X Link](https://x.com/Finsee_main/status/1984210806494409098) 2025-10-31T10:48Z 5003 followers, XXX engagements "$AON earnings: Aon Delivers Strong Quarter with Accelerating Growth and Margin Beat Aon reported a strong third quarter showing clear momentum in its core operations. Organic growth accelerated and the company delivered a significant beat on margin expansion demonstrating effective execution of its Aon United strategy. While adjusted EPS growth slowed this was due to below-the-line items not weakness in the core business. The bull case is compelling as the results reaffirm confidence in the companys full-year targets and position it well for 2026. For the Bulls: Organic revenue growth" [X Link](https://x.com/Finsee_main/status/1984212029175935373) 2025-10-31T10:53Z 5004 followers, XXX engagements "$SXT earnings: Sensient Technologies (SXT) Q3 2025: Color Group Shines Guidance Raised The company reported another strong quarter driven by exceptional performance in the Color Group. This strength offset continued but expected weakness in Agricultural Ingredients. Managements confidence is reflected in the upgraded guidance for profitability reinforcing the positive outlook. The bull case centered on margin expansion and the massive natural colors opportunity is gaining momentum. Bears will point to the revenue softness in Flavors and a slowdown in Asia Pacific but these seem secondary to" [X Link](https://x.com/Finsee_main/status/1984220243854590407) 2025-10-31T11:25Z 5004 followers, XXX engagements "$POR earnings: Portland General Electric: Data Center Demand Powers Solid Quarter Execution is Key PGE delivered a strong third quarter beating last years results on the back of continued robust demand from data centers. The company also secured a key regulatory win for its Seaside battery project providing a clear path for cost recovery. While guidance was reaffirmed the focus remains squarely on execution across multiple large-scale resource procurements and ongoing cost management initiatives. The bull case driven by high-tech load growth and regulatory progress appears compelling though" [X Link](https://x.com/Finsee_main/status/1984231090995818904) 2025-10-31T12:08Z 5003 followers, XXX engagements "$GWW earnings: Solid Quarter & Improved Outlook Obscured by UK Exit This was a solid quarter for Grainger on an operational basis. The company effectively navigated the margin pressures that were a key concern last quarter leading to an improved full-year outlook for profitability and EPS. This positive core performance was overshadowed by a large non-cash impairment charge related to the decision to exit the U.K. market. For the Bulls: The key concern from Q2margin pressurehas eased. Management raised its full-year guidance for gross margin operating margin and EPS. This demonstrates strong" [X Link](https://x.com/Finsee_main/status/1984231941026034094) 2025-10-31T12:12Z 5003 followers, XXX engagements "$HESM Q3 2025 earnings: A solid quarter overshadowed by the suspension of a key growth project. The company delivered strong operational results beating the high end of its adjusted EBITDA guidance. Shareholder returns also continued as promised with another $XXX million buyback and an increased distribution. However the surprise announcement that the Capa gas plant project is suspended and removed from future plans is a significant negative. This action cuts near-term spending but raises serious questions about the long-term growth outlook for the company under its new sponsor Chevron. 🐂 " [X Link](https://x.com/Finsee_main/status/1985333052986302583) 2025-11-03T13:07Z 5002 followers, XXX engagements "$ALX Q3 2025 earnings: Revenue decline from vacancy masks FFO beat but a major loan default clouds the outlook. Alexander's reported a mixed quarter. Revenue and Net Income fell year-over-year primarily due to a major lease expiration. However Funds from Operations (FFO) a key metric for REITs saw a slight increase thanks to significantly lower interest expenses. The main story is the company's failure to repay a $XXX million mortgage which has now moved into restructuring talks with lenders creating significant uncertainty. 🐂 * FFO per diluted share rose to $XXXX from $XXXX a year ago" [X Link](https://x.com/Finsee_main/status/1985356651113611455) 2025-11-03T14:41Z 5003 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Finsee_main Finsee
Several companies have recently reported strong quarterly earnings, including General Dynamics, Garmin, AMD, and Equinox, driven by robust growth in various segments. Companies like Albemarle and ResMed have demonstrated strength in challenging markets, with Albemarle's cost management and productivity gains driving growth and ResMed's margin strength impressing despite growth deceleration. Notable mentions include IREN's transformational quarter with a landmark Microsoft deal and Natera's record growth and massive guidance raise.
Engagements: XXXXX #
- X Week XXXXXX +9.90%
- X Month XXXXXXX -XX%
Mentions: XXX #
- X Week XXX -XX%
- X Month XXXXX +1%
Followers: XXXXX #
- X Week XXXXX +2%
- X Month XXXXX +19%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXX% cryptocurrencies XXXXX% countries XXXX% technology brands XXXX% fashion brands XXXX% gaming XXXX% currencies XXXX% luxury brands XXXX%
Social topic influence strong 27.05%, core 10.31%, business 9.02%, flow 5.48%, cash flow #167, acquisition #979, $6753t #1949, ai 2.09%, momentum #897, the first XXXX%
Top accounts mentioned or mentioned by @reservadevalor @mrfeeny7 @tohjah7809 @uranium8881
Top assets mentioned Bitcoin (BTC) Reflexer Ungovernance Token (FLX) SM Energy Company (SM) Eroscoin (ERO) Donaldson Company, Inc. (DCI) Canadian Imperial Bank of Commerce (CM) The Toronto-Dominion Bank (TD) ChargePoint Holdings, Inc. (CHPT) Kymera Therapeutics, Inc. Common Stock (KYMR) YieldBasis (YB) BRP Inc. Common Subordinate Voting Shares (DOOO) Kroger Co (KR) Docusign Inc (DOCU) ServiceTitan, Inc. Class A Common Stock (TTAN) AGIX (AGX) domo (DOMO) Cooper Companies, Inc. (COO) Victoria's Secret & Co. (VSCO) Academy Sports and Outdoors, Inc. (ASO) Cal-Maine Foods Inc (CALM) Neogen Corp (NEOG) Helen Of Troy Ltd (HELE) Bridge Mutual (BMI) Pegasystems Inc (PEGA) Molina Healthcare, Inc. (MOH) Euronet Worldwide Inc (EEFT) FansTime (FTI) AutoNation, Inc. (AN) Gentex Corp (GNTX) Carter's Inc. (CRI) Franklin Electric Co Inc (FELE) ForTube (FOR) SiteOne Landscape Supply, Inc. (SITE) United Therapeutics, Corp. (UTHR) Aventus (AVT) Penske Automotive Group, Inc. (PAG) Gildan Activewear Inc. (GIL)
Top Social Posts
Top posts by engagements in the last XX hours
"$FLX earnings: FlashEx: Revenue Down Profits Squeezed by Costs But Sequential Orders Rebound BingEx (FlashEx) reported a challenging quarter with persistent competition driving a year-over-year revenue decline. While a sequential rebound in order volume offers a glimmer of hope it was overshadowed by a worrying sequential drop in gross margin and a surge in operating costs particularly G&A. The headline jump in net income attributable to shareholders is misleading resulting from an accounting change rather than improved business performance. For Bulls: The XX% sequential growth in orders"
X Link 2025-08-19T10:56Z 4995 followers, XXX engagements
"$ASO earnings: Academy Returns to Positive Comps Lifts Low-End of Guidance Academy delivered a solid quarter highlighted by a return to positive comparable sales for the first time since 2021. The performance was driven by strong eCommerce growth and successful strategic initiatives particularly the Nike and Jordan brand expansions. This positive momentum led management to raise the low end of their full-year guidance for sales and EPS signaling increased confidence. For the Bulls: The +0.2% comp is a significant inflection from last quarters -XXX% decline proving the companys strategy is"
X Link 2025-09-02T12:12Z 4999 followers, XXX engagements
"$CALM earnings: Cal-Maine Foods: Record Quarter Driven by Specialty Eggs and Prepared Foods Expansion Cal-Maine delivered its strongest first quarter in history firing on all cylinders. The results showcase a successful strategic pivot with the newly acquired Echo Lake prepared foods business contributing significantly to revenue and validating the companys diversification strategy. This combined with continued strength in higher-margin specialty eggs and a favorable pricing environment for conventional eggs led to a powerful beat across the board. For the Bulls: The story is compelling. The"
X Link 2025-10-01T11:09Z 4997 followers, XXX engagements
"$NEOG earnings: Turnaround in Motion But Core Business Still Pressured Neogens first quarter under new CEO Mike Nassif was a mixed bag defined by decisive actions but continued underlying weakness. While the headline Net Income looks strong its artificially inflated by a one-time gain from a divestiture. The real story is in the adjusted numbers which show significant Y/Y declines in profitability and ongoing margin compression. For Bulls: The key positive is the reaffirmation of full-year guidance signaling managements confidence in a strong second-half recovery. The new CEO is moving"
X Link 2025-10-09T11:31Z 5002 followers, XXX engagements
"$HELE earnings: Helen of Troy (HELE): A Sobering Reset Under New Leadership A significant beat on heavily reduced Q2 expectations is overshadowed by a massive goodwill impairment a weak full-year outlook and a critical warning about a potential debt covenant breach. While new CEO Scott Uzzell brings a fresh perspective he inherits a business facing severe tariff pressures weakening consumer demand and now significant financial risk. The bull case hinges on a very strong second-half recovery that seems optimistic while the bear case is bolstered by fundamental deterioration and the new"
X Link 2025-10-09T11:38Z 4998 followers, 1019 engagements
"$BMI earnings: Badger Meter: Margin Guidance Raise Signals Confidence Overcoming Cautious Outlook Badger Meter reported a strong third quarter beating the cautious sequential guidance from last quarter with solid year-over-year growth. The standout positive was the company raising its long-term normalized gross margin guidance indicating strong confidence in its ability to manage costs and benefit from a favorable product mix. While management noted typical fourth-quarter seasonality the underlying trends and upgraded margin profile strengthen the bull case. What bulls will like: The company"
X Link 2025-10-21T12:44Z 5003 followers, 1045 engagements
"$PEGA earnings: Pega: Strong Cash Flow & Cloud Growth Mask Backlog Concerns Pegasystems (PEGA) reported a solid Q3 with strong Pega Cloud ACV growth and impressive cash flow generation continuing its aggressive share buyback program. However a significant deceleration in backlog growth raises questions about the forward-looking trajectory creating a mixed picture for investors. While the quarter demonstrated strong execution and profitability the sustainability of top-line momentum is now the key focus. Bull Case: Bulls will focus on the constant currency acceleration in Pega Cloud ACV growth"
X Link 2025-10-21T20:16Z 4998 followers, 1175 engagements
"$MOH earnings: Molina Healthcare: Another Sharp Guidance Cut as Medical Costs Spiral Marketplace Woes Deepen Molinas Q3 results were exceptionally weak defined by a significant earnings miss and another drastic reduction in full-year guidance. The core issue remains the same as last quarteran intensely challenging medical cost environmentbut the magnitude has clearly worsened particularly in the Marketplace and Medicare segments. The new full-year adjusted EPS guidance of $XXXXX is a severe cut from the already lowered $XX floor provided just three months ago raising serious questions about"
X Link 2025-10-22T21:15Z 5000 followers, 3265 engagements
"$EEFT earnings: Euronet: Strong Bottom Line and Reaffirmed Guidance Overshadow Softer Revenue Euronet delivered a mixed but ultimately positive quarter. The company posted strong XX% adjusted EPS growth beating internal expectations and leading to a confident reaffirmation of its full-year 12-16% earnings growth guidance. Bulls will focus on this bottom-line execution and the reaffirmed outlook as proof of managements ability to navigate a tough environment. However bears will point to the significant slowdown in top-line growth with consolidated revenue up only X% on a constant currency"
X Link 2025-10-23T11:01Z 4998 followers, XXX engagements
"$FTI earnings: Strong Cash Flow Fuels Massive Buyback and Guidance Raise TechnipFMC delivered a strong third quarter highlighted by exceptional free cash flow generation. This financial strength allowed the company to significantly raise its full-year 2025 free cash flow guidance and announce a massive $X billion increase to its share repurchase authorization. While inbound orders were solid they didnt quite keep pace with the prior year but the companys confidence is underscored by its newly initiated robust financial guidance for Subsea in 2026. For the Bulls: The story is all about cash"
X Link 2025-10-23T11:27Z 5002 followers, XXX engagements
"$AN earnings: AutoNation: After-Sales & Finance Shine But New Car Margins Contract AutoNation delivered a strong quarter driven by impressive performance in its After-Sales and burgeoning AN Finance segments leading to a XX% jump in adjusted EPS. However significant pressure on new vehicle gross profit per unit signals a tougher pricing environment a key point for bears to watch. The overall results appear solid with the diversified business model effectively offsetting weakness in new car profitability making the bull case more compelling for now. For the Bulls: Adjusted EPS of $XXXX was up"
X Link 2025-10-23T11:39Z 4996 followers, XXX engagements
"$GNTX earnings: Gentex Q3 FY25: Strong Margins and Raised Guidance Offset Core Revenue Decline Gentex reported a mixed but ultimately positive quarter. While core revenue declined year-over-year due to significant weakness in Europe and China the company demonstrated impressive cost control leading to strong gross margin expansion. The highlight was the raised full-year guidance for several key metrics including a notable increase in the forecast for the beleaguered China market. This suggests that while external headwinds are real internal execution is providing a powerful offset. The Bull"
X Link 2025-10-24T13:22Z 4999 followers, XXX engagements
"$CRI earnings Profitability Collapses Under Tariff and Cost Pressures Prompting Major Restructuring This was a very tough quarter for Carters. While the top line is stable and U.S. retail shows signs of life profitability has fallen dramatically. The central issue is the impact of new tariffs which is proving to be much worse than initially communicated. Management is responding decisively with a significant cost-cutting and restructuring plan but this signals deep underlying challenges. For Bulls: The business has stabilized on the sales front with U.S. Retail posting a second consecutive"
X Link 2025-10-27T12:37Z 4998 followers, XXX engagements
"$FELE earnings: Franklin Electric: Strong Operations Masked by One-Time Charge Franklin Electric reported a strong third quarter with solid operational results across all segments though the headline GAAP EPS was significantly impacted by a pre-announced pension settlement charge. The underlying business momentum is healthy with revenue growing X% and adjusted EPS up 11%. The impressive turnaround in the Distribution segment continues and the company raised the low end of its full-year EPS guidance. For the Bulls: The core business is firing on all cylinders. Broad-based growth in sales"
X Link 2025-10-28T12:48Z 4998 followers, XXX engagements
"$FOR earnings: Forestar (FOR): Strong Pricing Drives Revenue Beat but Profitability and Volume Remain Key Concerns Forestar reported mixed results for its fourth quarter and full fiscal year 2025. The company significantly beat its revenue guidance for the year driven by much higher-than-expected average sales prices per lot. However this was accompanied by a miss on lot delivery guidance and a notable decline in full-year profitability. The outlook for fiscal 2026 suggests stabilization with revenue guided in line with 2025s strong result and a slight recovery in lot volumes. The balance"
X Link 2025-10-28T13:10Z 5002 followers, XXX engagements
"$SITE Q3 2025: Strong Execution Overcomes Soft Markets but Guidance Trimmed SiteOne delivered a strong quarter of operational performance beating the trends implied by their previous commentary. They successfully returned to positive organic growth and pricing driving solid margin expansion and cost leverage. The bull case is that management is executing its strategy very well in a tough environment. The bear case focuses on the trimmed full-year guidance which while explained by a new restructuring charge still lowers the top end of expectations for the year. The underlying business momentum"
X Link 2025-10-29T10:18Z 5003 followers, XXX engagements
"$UTHR earnings: United Therapeutics Q3 2025: TETON-2 Breakthrough Steals the Show from Mixed Commercial Results This was a pivotal quarter for United Therapeutics. While top-line growth slowed the company announced breakthrough results for its key TETON-2 pipeline asset which is far more significant for the long-term story. For Bulls: The TETON-2 data in IPF is a massive win and de-risks the companys most important near-term catalyst. Key growth products Tyvaso DPI (+22%) and Orenitram (+16%) continue to perform exceptionally well demonstrating resilience against competitive noise. The"
X Link 2025-10-29T10:47Z 5002 followers, XXX engagements
"$AVT earnings: Recovery Broadens as Americas Returns to Growth but Margin Pressure Persists This was a solid quarter for Avnet. The company beat revenue and EPS guidance driven by continued strength in Asia and an impressive acceleration at Farnell. The most significant positive development was the return to year-over-year growth in the Americas suggesting the cyclical recovery is broadening. Bulls will point to the top-line beat the Americas inflection strong Farnell results and continued aggressive share repurchases. The guidance for next quarter also suggests sequential growth in both"
X Link 2025-10-29T12:33Z 5003 followers, XXX engagements
"$PAG earnings: Penske Automotive: Service & Parts Shine but Commercial Truck Weakness and Margin Pressure Weigh on Results Penskes Q3 results present a mixed picture where the stability and strength of the high-margin Service & Parts business were overshadowed by a significant downturn in the commercial truck segment and compressing new vehicle margins. While the companys financial discipline is commendableachieving a very low 1.0x leverage ratiothe core earnings power showed signs of weakness this quarter. What the Bulls See: The Service & Parts segment continues to be a powerful and"
X Link 2025-10-29T13:01Z 5000 followers, XXX engagements
"$GIL earnings: Gildan (GIL): Strong Margins and Activewear Offset by Underwear Weakness and Lowered Cash Flow Guidance Gildan reported a solid quarter beating expectations on profitability and raising its full-year adjusted operating margin guidance. The core Activewear segment continues to show strength driven by market share gains and new products. However the picture is clouded by persistent deep weakness in the Hosiery & Underwear segment which failed to show the guided improvement and a significant cut to the full-year free cash flow forecast. Bulls will highlight: Record Q3 Adjusted EPS"
X Link 2025-10-29T13:12Z 4999 followers, XXX engagements
"$WAY earnings: Waystar Q3 FY25: Solid Execution and Raised Guidance Despite Expected Slowdown The company delivered a solid quarter successfully navigating the seasonal slowdown they had previously forecast. While revenue growth decelerated as expected strong margins and another raise to the full-year outlook demonstrate confident execution. The bull case is reinforced by impressive profitability and progress on deleveraging. Bears will point to the slowing growth in both revenue and new large clients but these were largely anticipated and do not appear to derail the core story. Themes"
X Link 2025-10-29T20:38Z 4997 followers, XXX engagements
"$BOOT earnings: Boot Barn: Strong Q2 Beat Guidance Raised but All Eyes on New Long-Term Store Potential Boot Barn delivered another quarter of strong results beating its prior guidance on all key metrics. Revenue growth remains robust driven by healthy same-store sales and an aggressive highly productive new store rollout. The major development this quarter is a significant upward revision of the companys long-term potential with management now targeting 1200 stores up from XXX previously. This provides a powerful new narrative for long-term growth. However despite raising the full-year"
X Link 2025-10-29T20:39Z 4998 followers, XXX engagements
"$AM earnings: Solid Execution Continues: Strong FCF Deleveraging and Shareholder Returns Antero Midstream delivered another strong quarter demonstrating consistent operational execution and disciplined capital allocation. The results show healthy growth in cash flow continued reduction in debt and an increased pace of share buybacks. Positive developments from their primary customer Antero Resources (AR) also improve AMs growth outlook. The bull case is compelling as the company is successfully executing its strategy of generating free cash flow and returning value to shareholders while"
X Link 2025-10-29T21:07Z 5002 followers, XXX engagements
"$WEX earnings: Solid Quarter with Corporate Payments Inflection Point Materializing WEX delivered a strong quarter beating the high end of its guidance for both revenue and EPS. The company also raised its full-year outlook. The key positive was the successful turnaround in the Corporate Payments segment which returned to growth as management had projected. This confirms the H2 2025 inflection story is playing out. For bulls the beat-and-raise quarter the execution in Corporate Payments and the continued deleveraging are clear positives. The bull case is strengthening as management delivers"
X Link 2025-10-29T21:57Z 5002 followers, XXX engagements
"$CALX earnings: Strong Beat and Raise Overshadowed by Slowing RPO Growth Calix delivered a very strong quarter significantly beating revenue and EPS guidance. The company continues to execute well with record revenue and gross margins driven by platform adoption and competitive wins. Management also raised guidance for Q4. However the significant deceleration in RPO (Remaining Performance Obligations) growth is a key concern. This metric which reflects future contracted revenue slowed for the second consecutive quarter raising questions about the durability of long-term demand. The Bull Case:"
X Link 2025-10-29T22:04Z 4999 followers, XXX engagements
"$WHD earnings: Cactus Delivers Strong Margins Amidst Softer Revenues Navigates Tepid Market Cactus reported a solid third quarter navigating a challenging U.S. land market better than anticipated. The company delivered a significant beat on margins particularly in its core Pressure Control segment driven by effective cost-cutting and lower legal costs. Spoolable Technologies also outperformed on the top line thanks to strong international sales. While the near-term outlook remains cautious the results demonstrate strong operational execution. What bulls will like: The Pressure Control"
X Link 2025-10-29T22:29Z 4998 followers, XXX engagements
"$MCW earnings: Solid Quarter Shows Resilience; Full-Year Guidance Implies Q4 Slowdown Mister Car Wash reported a solid third quarter with accelerating revenue and comparable sales growth. The Unlimited Wash Club (UWC) subscription program remains the core strength driving results and demonstrating the resilience of the business model. The rebound in profitability this quarter is a significant positive. However the company only reiterated its full-year guidance. While this provides stability after last quarters downward revision the numbers imply a material deceleration in revenue and"
X Link 2025-10-29T22:42Z 5002 followers, XXX engagements
"$HWM earnings: Howmet Aerospace Q3 2025: Growth Accelerates Guidance Raised Again This was another exceptional quarter for Howmet. The company significantly accelerated revenue growth expanded margins and generated very strong free cash flow. Management raised the full-year outlook across the board for the second consecutive quarter and provided an encouraging initial revenue forecast for 2026. The bull case is compelling. Broad-based demand in aerospace and industrial markets is driving double-digit growth and margins are expanding despite investments in new capacity. The company is"
X Link 2025-10-30T11:45Z 5003 followers, XXX engagements
"$KBR Q3 FY25: Profitability and Bookings Impress Despite Revenue Headwinds KBR delivered a resilient quarter showcasing strong bottom-line execution and robust demand even as top-line growth stalled. The bull case is supported by double-digit Adjusted EBITDA growth significant margin expansion and a very strong 1.4x book-to-bill ratio. However the bear case is fueled by a second consecutive cut to the full-year revenue forecast driven by persistent government contract delays now worsened by a potential shutdown. Overall the bull case is more compelling; management is successfully navigating"
X Link 2025-10-30T12:55Z 5000 followers, XXX engagements
"$CNX earnings: Strong Execution and Shareholder Returns Drive Significant FCF/Share Guidance Raise CNX delivered a solid quarter demonstrating strong operational execution and a commitment to shareholder returns. The standout positive was a XX% increase in the full-year free cash flow (FCF) per share guidance driven by successful asset sales and aggressive share repurchases. While the company raised its production forecast a weaker natural gas price outlook led to a slight trim in the Adjusted EBITDAX range. Overall the companys execution on its stated strategy is compelling and the"
X Link 2025-10-30T12:59Z 5002 followers, XXX engagements
"$SHAK earnings: Marketing Pivot Delivers Strong Sales Beat But Inflation Bites Margins This was a strong quarter that validates the new managements strategic shift. The new paid media strategy delivered a significant top-line beat with revenue and same-store sales well ahead of guidance. This suggests a successful pivot to a more sustainable traffic-driven growth model. Bulls will cheer the sales acceleration and continued labor discipline. Bears will point to the accelerating food cost inflation which pressured restaurant margins sequentially. Overall the bull case appears more compelling as"
X Link 2025-10-30T13:02Z 5002 followers, XXX engagements
"$AMRX earnings: Solid Top-Line Growth and Raised EPS Guidance Clouded by Margin Pressure Amneal reported a strong third quarter with revenue growth across all segments beating internal expectations and leading to raised full-year EPS and cash flow guidance. The bull case is driven by this top-line momentum clear progress in the product pipeline (CREXONT Brekiya biosimilars) and accelerating growth in the AvKARE segment. However the bear case will focus on weak profit conversion. Despite a XX% revenue increase adjusted EBITDA grew only X% pointing to significant margin pressure. While"
X Link 2025-10-30T14:36Z 4998 followers, XXX engagements
"$PRM earnings: Fire Safety Delivers in Peak Season But Specialty Products Falters Perimeters results show a tale of two segments. The core Fire Safety business performed very well capitalizing on a normal wildfire season and demonstrating strong profitability. However the Specialty Products segment saw a significant drop in profits confirming that the operational issues at its third-party-operated plant are a major and worsening headwind. For Bulls: The Fire Safety segment the companys main profit engine is firing on all cylinders. Revenue grew X% and adjusted EBITDA grew XX% with margins"
X Link 2025-10-30T14:37Z 5002 followers, XXX engagements
"$INDV earnings: Indivior Q3 2025: Action Plan Delivers on Profit Focus Shifts to Growth Acceleration This was a strong quarter of execution for the new management team. The company delivered a significant beat on profitability and raised full-year guidance well ahead of prior expectations driven by cost-cutting actions and stable SUBOXONE pricing. Bulls will focus on the massive increase in Adjusted EBITDA guidance and the concrete delivery on the Action Agenda including over $XXX million in identified annual cost savings for 2026. This demonstrates managements credibility and discipline."
X Link 2025-10-30T14:39Z 4997 followers, XXX engagements
"$BFAM earnings: Strong Beat and Raise Driven by Stellar Back-Up Care Performance Bright Horizons delivered a strong third quarter significantly beating prior guidance on both revenue and earnings. The story of the quarter is the remarkable acceleration in the high-margin Back-Up Care segment which is driving overall profitability and led to another increase in the full-year outlook. While the core Full-Service segment continues its steady but slow recovery the outperformance in Back-Up care provides a powerful growth engine. The bull case is compelling as margin expansion is clearly"
X Link 2025-10-30T20:57Z 4998 followers, XXX engagements
"$HLI earnings: Houlihan Lokey (HLI): Solid Quarter Driven by Corporate Finance but Restructuring Slows Sharply Houlihan Lokey reported a solid quarter with strong top-line growth driven by its largest segment Corporate Finance. However overall revenue and EPS growth decelerated from Q1 and the Financial Restructuring business saw a significant slowdown calling into question the prior quarters confident outlook. For the Bulls: Corporate Finance remains robust with XX% YoY revenue growth showing strength in the core M&A advisory business. The company is demonstrating excellent cost control with"
X Link 2025-10-30T21:17Z 5000 followers, XXX engagements
"$BTE earnings: Solid Quarter with Production Beat and Debt Reduction but FCF Outlook Weakens Baytex delivered a strong operational quarter beating production expectations driven by record output from the Pembina Duvernay. The company continued its disciplined approach successfully reducing debt. However a weaker commodity price outlook has led to a significant reduction in the full-year free cash flow forecast highlighting the companys sensitivity to the macro environment. Bull Case: Operational execution is excellent. The company is delivering on production goals improving costs in key plays"
X Link 2025-10-30T22:09Z 5002 followers, XXX engagements
"$PK earnings: A Challenging Quarter Met with Disciplined Execution Parks results show a tougher-than-expected operating environment with RevPAR missing guidance due to softer demand. However management demonstrated strong execution on factors within their control delivering impressive cost savings and proactively addressing all major near-term debt maturities. While the top-line weakness is a clear negative for bears the strengthened balance sheet and ongoing cost discipline provide a solid foundation for bulls. The bear case appears more compelling in the short term as the lowered full-year"
X Link 2025-10-30T22:30Z 4997 followers, XXX engagements
"$CNI earnings: Excellent quarter for CN as decisive cost control and capital discipline offset a weak macro environment. Management is clearly not waiting for the economy to turn; they are acting now. The quarter showed strong execution with a solid X% EPS beat driven by a XXX bps improvement in the operating ratio. While the top line remains sluggish the narrative has shifted firmly to efficiency and shareholder returns. What Bulls will like: A major new guide for 2026 Capex at $2.8B marks a significant step-down signaling a strong commitment to boosting free cash flow. This is paired with a"
X Link 2025-10-31T11:48Z 4994 followers, XXX engagements
"$KOS Q3 2025 earnings: Steady Progress on Key Priorities Amid Operational Hiccups Kosmos continues to execute its strategic plan well. Production is growing costs are coming down and the balance sheet is being actively managed. The key growth project GTA is ramping up as expected. However a significant well failure in the Gulf of Mexico is a material setback and a reminder of the operational risks in this business. 🐂 Production is up X% quarter-over-quarter driven by the GTA LNG project ramp-up. Strong cost control continues with full-year capital spending guidance lowered again to less"
X Link 2025-11-03T12:11Z 4998 followers, XXX engagements
"$AXSM Q3 2025 earnings: Solid commercial growth continues as key pipeline asset is filed with the FDA. Axsome delivered another quarter of strong execution on both its commercial products and its development pipeline. Total revenue grew a healthy XX% from last quarter driven by continued adoption of Auvelity for depression. Importantly the company successfully submitted its application to the FDA for AXS-05 in Alzheimer's disease agitation a major milestone that could open up a large new market. While spending on marketing and sales is increasing significantly the company's cash position"
X Link 2025-11-03T12:28Z 5000 followers, XXX engagements
"$KRYS Q3 2025 earnings: U.S. Sales Defy Seasonality While Global Launch Kicks Off Krystal Biotech reported strong Q3 results beating their own cautious commentary from last quarter. Instead of the expected seasonal decline U.S. sales grew. The company also successfully launched its main drug VYJUVEK in Germany France and Japan marking a major step in its global expansion. Profitability remains very strong and the company's cash position grew. 🐂 : The company guided for a sequential revenue decline in Q3 but delivered growth instead showing impressive resilience and demand in the U.S. market."
X Link 2025-11-03T12:37Z 4997 followers, XXX engagements
"$XENE Q3 2025 earnings: Execution continues as the company nears pivotal epilepsy data. This was a solid quarter of execution for Xenon. The company delivered on its key near-term goal of completing enrollment for its lead epilepsy trial X-TOLE2 de-risking the timeline for the most important data release in its history. Progress continues across the rest of the pipeline and the balance sheet remains strong. The increasing cash burn is expected but highlights the high stakes of the upcoming data. 🐂 The pivotal Phase X X-TOLE2 trial in focal onset seizures is now fully enrolled with 380"
X Link 2025-11-03T21:16Z 4997 followers, XXX engagements
"$ENSG Q3 2025 earnings: Another record quarter with accelerating acquisitions and a strong guidance raise. This was an impressively strong quarter for Ensign. The company beat its own high expectations posting record revenue and earnings. More importantly they significantly increased the pace of acquisitions while continuing to improve their existing operations. Management raised its financial forecast for the full year signaling strong confidence heading into the final quarter. 🐂 : The company is firing on all cylinders. Organic growth is robust with both occupancy and the mix of"
X Link 2025-11-03T21:23Z 4998 followers, XXX engagements
"$TDUP Q3 2025 earnings: Strong Beat and Raise Overshadowed by a Familiar Cautious Outlook ThredUp delivered a very strong quarter accelerating revenue growth significantly and beating its own guidance across the board. The company's strategy of using AI to attract new customers is clearly working leading to record new buyer acquisition. However just like last quarter the guidance for the upcoming fourth quarter points to a sharp slowdown in growth which will likely remain the key point of debate for investors. 🐂 Bulls will focus on the impressive execution in Q3. Revenue growth accelerated"
X Link 2025-11-03T21:34Z 4996 followers, XXX engagements
"$FNV Q3 2025 earnings: Record Results Continue as Gold Prices Soar and Cobre Panama Delivers Franco-Nevada posted another record-breaking quarter capitalizing on sky-high gold prices and a significant one-time contribution from the Cobre Panama concentrate sale. The company delivered record revenue earnings and cash flow all while completely paying off its debt. This strong performance led management to narrow its full-year guidance to the high end and raise its outlook for precious metals signaling confidence in the portfolio's momentum. 🐂 : The results are exceptional across the board."
X Link 2025-11-03T23:30Z 4998 followers, XXX engagements
"$ADM Q3 2025 earnings: Guidance Cut Sharply as Biofuel Hopes Deferred Crush Margins Collapse. The expected second-half recovery story for ADM fell apart this quarter. The core Crushing business saw profits nearly wiped out forcing management to slash full-year guidance significantly. The biofuel policy tailwinds which were the primary bull case last quarter have been delayed pushing the recovery timeline out. While the Nutrition segment showed impressive strength and "self-help" cost initiatives are progressing these positives were completely overshadowed by the severe weakness in the"
X Link 2025-11-04T11:27Z 4994 followers, XXX engagements
"$HSIC Q3 2025 earnings: Strong operational turnaround and a deepened KKR partnership drive a confident outlook. Henry Schein delivered a very strong third quarter marking a significant improvement from the challenges seen last quarter. Sales growth accelerated across all business segments indicating that the temporary promotions and market softness are behind them. The company raised its full-year guidance for both sales and earnings. Perhaps the most important news is the update on the partnership with KKR. The company now has a specific target of over $XXX million in operational"
X Link 2025-11-04T11:28Z 4995 followers, XXX engagements
"$PFE Q3 2025 earnings: Policy risk resolved but COVID decline and M&A drama create a mixed picture. Pfizer delivered a complex quarter. They successfully navigated a major political overhang by striking a deal with the U.S. government which provides significant clarity for the business. Operationally the non-COVID drug portfolio is growing and cost-cutting is boosting profits leading to a raised earnings per share (EPS) forecast. However the expected sharp decline in COVID product sales is hitting the top line hard. Some key growth drugs are also showing weakness in the important U.S. market."
X Link 2025-11-04T12:07Z 5002 followers, 1323 engagements
"$SHLS Q3 2025 earnings: Strong Top-Line Beat and Backlog Growth Muted by Rising Costs. The company delivered a strong quarter on the top line beating its revenue guidance and posting record backlog. This shows that the underlying demand for its products is robust and its strategy to gain market share is working. However this growth came at a cost. Gross margins remain under pressure and operating expenses particularly legal fees increased significantly. While the full-year revenue forecast was raised the profit forecast was only tightened not meaningfully increased highlighting the ongoing"
X Link 2025-11-04T12:30Z 4999 followers, XXX engagements
"$ACLS Q3 2025 earnings: A solid beat overshadowed by the transformative merger with Veeco. Axcelis delivered results that were better than guided for the third quarter showing good operational control during a semiconductor industry downturn. The highlight of the quarter however was not the results themselves but the major announcement of a merger with Veeco Instruments. Management is framing this as a strategic move to create a stronger more diversified company focused on high-growth trends like AI and vehicle electrification. While the underlying business is stable driven by record"
X Link 2025-11-04T13:39Z 4998 followers, XXX engagements
"$MIRM Q3 2025 earnings: Strong commercial execution continues as guidance is tightened and key pipeline milestones are met. Mirum delivered another strong quarter showing continued revenue growth and excellent operational execution. The company tightened its full-year revenue guidance to the upper end of the previous range signaling confidence. Importantly they have now achieved profitability and are generating significant cash strengthening their financial position. The clinical pipeline also hit key milestones with a major study completing enrollment. 🐂 Bulls will love the combination of"
X Link 2025-11-04T21:10Z 4997 followers, XXX engagements
"$SM Q3 2025 earnings: Strong Production Drives Financial Beat and Shareholder Returns. SM Energy delivered another excellent quarter with production volumes hitting a new record and beating the high end of guidance. This operational strength translated into robust free cash flow allowing the company to make significant progress on debt reduction while also starting to repurchase sharesa positive surprise for investors. Even with lower oil prices compared to last year the company's profit margins held up well. This resilience is a direct result of the successful integration of the"
X Link 2025-11-04T21:11Z 5003 followers, XXX engagements
"$DAWN Q3 2025 earnings: Strong OJEMDA launch momentum accelerates prompting a raise in full-year guidance. The company reported a very strong quarter with all key commercial metrics for its main drug OJEMDA accelerating. Revenue growth total prescriptions and new patient starts all saw double-digit sequential increases. This strong performance led management to raise its full-year 2025 revenue guidance. The company continues to manage its expenses well resulting in a minimal cash burn which strengthens its financial position. The primary risk remains its reliance on this single product. 🐂 :"
X Link 2025-11-04T21:13Z 5002 followers, XXX engagements
"$TREX Q3 2025 earnings: R&R Market Weakness Hits Home Guidance Lowered The quarter was defined by a significant slowdown in the Repair & Remodel (R&R) market. This led to a miss on Q3 revenue and a substantial reduction in guidance for the fourth quarter and the full year. While the company continues to see strong adoption of its new products and growth in its railing business this was not enough to offset the broader market deterioration. Management is now adjusting production down and expects channel partners to lower their inventory signaling a cautious outlook for the near term. They also"
X Link 2025-11-04T21:25Z 4998 followers, XXX engagements
"$PRCT Q3 2025 earnings: Strong System Placements and Initial 2026 Outlook Provide Confidence. PROCEPT delivered a strong quarter that should reassure investors about the leadership transition. The company accelerated new robot placements in the U.S. beating their own expectations and showed continued strong growth in procedure volumes. Management maintained its full-year 2025 outlook and importantly issued a solid initial revenue forecast for 2026. This provides good visibility into next year. While the results were good the decision not to raise the 2025 forecast despite the strong quarter"
X Link 2025-11-04T21:28Z 4997 followers, 1985 engagements
"$EXEL Q3 2025 earnings: A strong beat driven by its core drug with a large new buyback announced. Exelixis delivered a very solid quarter. Revenue and earnings were strong beating internal forecasts. The main drug cabozantinib continues to grow well helped by its new approval for neuroendocrine tumors (NET). The company also shared positive detailed data for its next potential drug zanzalintinib and plans to file for approval soon. Management raised financial guidance for the year while lowering expected R&D spending. To top it off they announced a large new $XXX million share buyback program"
X Link 2025-11-04T21:33Z 4998 followers, XXX engagements
"$CHRD Q3 2025 earnings: Solid Execution and Guidance Raise overshadowed by XTO Integration. Chord delivered a strong operational quarter. They produced more oil than guided while spending less capital. This good performance led them to raise their full-year oil production forecast for the second time this year a clear positive. The company continues to make excellent progress on its long-term initiatives. The new 4-mile wells are performing well and costing less than expected which is great for future efficiency. They also locked in significant cost savings from new marketing contracts. The"
X Link 2025-11-04T21:56Z 4999 followers, XXX engagements
"$OI Q3 2025 earnings: Cost cutting drives a major earnings beat and guidance raise. O-I Glass delivered a strong quarter driven by impressive cost control. Their "Fit to Win" program is working much better than planned leading to significantly higher profits even though sales volumes are a bit soft. Because of this strong execution they substantially increased their profit forecast for the full year. The story is simple: they are becoming a much more efficient and profitable company. 🐂 : The "Fit to Win" cost-saving program is the star of the show delivering $XXX million in benefits so far"
X Link 2025-11-04T22:20Z 5002 followers, XXX engagements
"$KGS Q3 2025 earnings: Solid Ops and Shareholder Returns Overshadowed by One-Off Charges. Kodiak delivered a strong quarter for its core business with record revenue and margins in its Contract Services segment. Fleet utilization continued to climb showing healthy demand. This operational strength translated into a higher forecast for full-year cash flow and a significant X% dividend increase. However the headline number was a net loss caused by one-time charges related to selling their Mexico business and a large sales tax settlement. 🐂 Bulls will celebrate the X% sequential dividend hike"
X Link 2025-11-04T22:28Z 5000 followers, XXX engagements
"$ADNT Q4 2025 earnings: A solid finish to the year meets guidance but Q4 margin pressure and a lack of future outlook create uncertainty. Adient successfully met its full-year financial targets for revenue and profit which is a positive sign of good execution. Free cash flow was also stronger than expected and the company continued to return cash to shareholders through buybacks. However the final quarter showed some weakness with profit margins shrinking compared to last year across all regions. The European business remains a particular point of concern. The lack of any financial guidance"
X Link 2025-11-05T12:23Z 5000 followers, XXX engagements
"$SRAD Q3 2025 earnings: Strong beat and raise quarter highlighted by record margins and a uniquely structured highly accretive acquisition. Sportradar delivered another quarter of strong execution with revenue growth of XX% and an impressive XX% growth in Adjusted EBITDA. The company demonstrated significant operating leverage with Adjusted EBITDA margins expanding over XXX basis points to a record 29%. This operational strength combined with the closing of the highly favorable IMG ARENA acquisition led management to raise its full-year 2025 guidance for both revenue and profitability. While"
X Link 2025-11-05T12:29Z 5002 followers, XXX engagements
"$RELY Q3 2025 earnings: Solid Beat and Raise Driven by New Products But Growth Deceleration Continues as Guided. Remitly delivered a strong third quarter beating its own guidance for both revenue and profitability. The company is making clear progress on its strategy to expand beyond simple remittances with promising early results from its new 'Remitly Business' and 'High Amount Senders' initiatives. As a result of this strong performance management raised its outlook for the full year. The main point of caution is the continued and expected slowdown in revenue growth due to more difficult"
X Link 2025-11-05T21:32Z 4998 followers, 1695 engagements
"$RVMD Q3 2025 earnings: Execution engine fires on all cylinders as clinical trials advance and costs mount. Revolution Medicines delivered a quarter of strong steady execution. The company is hitting its ambitious clinical milestones notably winding down enrollment for its key pancreatic cancer trial. However this progress comes at a significant cost with operating expenses and net loss increasing substantially. 🐂 is that the company is doing exactly what it promised. It is methodically de-risking its lead asset daraxonrasib by advancing multiple late-stage trials. Winding down enrollment"
X Link 2025-11-05T22:06Z 4998 followers, XXX engagements
"$ACAD Q3 2025 earnings: NUPLAZID re-accelerates and guidance is raised ahead of key pipeline data. Acadia delivered a strong quarter beating internal expectations. The main story is the impressive performance of NUPLAZID which saw record sales and accelerating growth validating the company's marketing strategy. DAYBUE also grew but at a more moderate pace. The company raised its full-year sales guidance now expecting to cross the $X billion mark. Financial health is excellent with the cash balance growing to $XXX million. All eyes now turn to the imminent Phase X data for ACP-101 which"
X Link 2025-11-05T22:09Z 5002 followers, XXX engagements
"$ADMA Q3 2025 earnings: Guidance Raised as Key Operational Milestones Are Achieved but Near-Term Headwinds Temper Results. ADMA delivered a complex quarter. The company achieved critical long-term goals like getting FDA approval for its first high-yield product batches which should significantly boost future profitability. They also raised future revenue and profit forecasts. However current results were mixed with slower revenue growth and a one-time sale of raw material at a loss that clouded the picture. The long-term story has improved but the short-term numbers require more explanation."
X Link 2025-11-05T22:09Z 4999 followers, XXX engagements
"$WTS Q3 2025 earnings: Americas Strength and Pricing Power Fuel Beat and Raise; Europe Remains a Drag. Watts delivered a very strong third quarter comfortably beating its prior guidance on both revenue and margins. The results show excellent execution particularly in the Americas where the company successfully used price increases to offset tariff costs and drive growth. This strength more than made up for the continued albeit moderating weakness in Europe. The company also raised its full-year outlook significantly for both sales and profitability and announced the strategic acquisition of"
X Link 2025-11-05T22:41Z 4998 followers, XXX engagements
"$RAMP Q2 2026 earnings: A solid beat and encouraging ARR acceleration are clouded by slowing core subscription growth. The company delivered results that were better than their own forecast for the second quarter. The key positive signal is the acceleration in Annualized Recurring Revenue (ARR) which suggests future subscription growth could improve. However current subscription revenue growth slowed down considerably which is a concern. Management slightly raised the low end of their full-year revenue outlook but kept the profit forecast the same indicating they are either being cautious or"
X Link 2025-11-05T23:25Z 5002 followers, XXX engagements
"$EQX Q3 2025 earnings: Record Quarter Shows Transformation Taking Hold. Equinox delivered a stellar third quarter posting record production and revenue. The results were driven by a full quarter's contribution from the newly acquired Calibre assets and more importantly significant operational progress at the cornerstone Greenstone mine. The commissioning of the second cornerstone asset Valentine is also running ahead of schedule. Costs are trending down and cash flow is surging confirming the company's transformation and putting it on a clear path to strengthening its balance sheet. 🐂 : The"
X Link 2025-11-05T23:40Z 4999 followers, 1520 engagements
"$ACVA Q3 2025 earnings: A Strong Quarter Overwhelmed by a Weak Outlook ACV delivered a solid third quarter beating expectations on profitability and growing faster than the market. However the company significantly lowered its guidance for the fourth quarter and the full year citing a rapidly worsening used car market. A large one-time loss from a customer bankruptcy also raises new questions about credit risk in their financing business. 🐂 Bulls will focus on the strong Q3 execution. The company achieved record revenue and unit volume growing units by XX% while the overall market was flat."
X Link 2025-11-05T23:42Z 4999 followers, 1047 engagements
"$AMPL Q3 2025 earnings: Platform execution continues but guidance implies a slowdown. The company delivered a solid quarter beating its own revenue and profitability forecasts. The core strategy of selling a unified platform to large enterprises is clearly working as shown by strong growth in future revenue commitments (RPO). However the forecast for the next quarter suggests that the impressive growth rate seen in Q3 will slow down. 🐂 Bulls will focus on the strong execution. Revenue grew XX% year-over-year beating guidance. Annual Recurring Revenue (ARR) growth held steady at 16%. Most"
X Link 2025-11-05T23:46Z 5002 followers, XXX engagements
"$VIR Q3 2025 earnings: Hepatitis Delta Program Accelerates Highlighting Strong Execution Vir delivered a strong quarter of clinical execution. The company completed enrollment for its lead Hepatitis Delta (HDV) trial ECLIPSE X about two months ahead of schedule. This is a significant positive as it provides more certainty on the timeline for their most important near-term asset. While the reported net loss increased due to a large milestone payment the underlying operational spending and cash runway guidance remained stable. 🐂 : Excellent clinical execution is derisking the timeline for the"
X Link 2025-11-06T11:52Z 4997 followers, XXX engagements
"$PLNT Q3 2025 earnings: Guidance Raised and Buybacks Signal Confidence Amid Steady Growth Planet Fitness reported a solid third quarter beating internal expectations and raising its full-year outlook for revenue same-club sales and profit. The company demonstrated strong financial discipline by repurchasing approximately $XXX million of its shares. A new agreement to centralize marketing funds starting in 2026 points to a refined long-term growth strategy. While sales growth slowed from the prior quarter it remains healthy and the significant boost to profit guidance is a major positive. 🐂 "
X Link 2025-11-06T12:06Z 5000 followers, XXX engagements
"$WRBY Q3 2025 earnings: Profitability Shines but Revenue Miss and Guidance Cut Raise Concerns Warby Parker reported mixed results. The company demonstrated excellent operational control beating profitability guidance and delivering positive GAAP net income. Customer growth also accelerated. However they missed their own revenue target for the quarter and lowered their full-year revenue forecast which implies a weak outlook for the holiday season. 🐂 rests on impressive profitability. The company beat the high end of its adjusted EBITDA guidance by a healthy margin and expanded margins by 260"
X Link 2025-11-06T12:09Z 4998 followers, XXX engagements
"$NRG Q3 2025 earnings: Strong Texas performance drives solid quarter data center strategy expands. NRG delivered strong third-quarter results beating prior year metrics across the board. The performance was driven by excellent results in its core Texas segment. The company reaffirmed its full-year 2025 guidance which had been raised just two months ago. NRG also showed significant progress on its growth plans. It expanded a key data center power agreement and secured a low-cost loan for another new power plant in Texas. The company introduced initial 2026 guidance for its standalone business"
X Link 2025-11-06T12:16Z 5000 followers, XXX engagements
"$PBH Q2 2026 earnings: Revenue Beat on Timing But Core Issues Persist A better-than-expected quarter driven by favorable timing of shipments and orders. The core problem the Clear Eyes supply disruption remains the central focus. Management reaffirmed its full-year revenue forecast but raised the low end of its earnings guidance helped by aggressive share buybacks. 🐂 Bulls will focus on the company beating its own cautious Q2 revenue guidance. Free cash flow remains robust up XX% year-to-date funding a significant increase in share repurchases ($75M in the quarter). This capital return"
X Link 2025-11-06T12:39Z 5000 followers, XXX engagements
"$HAE Q2 2026 earnings: Core Business Strength Drives Guidance Raise Despite Ongoing Interventional Weakness. Haemonetics reported a strong second quarter with results beating expectations on key metrics. The company raised its full-year guidance for revenue earnings per share and free cash flow. This positive update is driven by excellent performance in its Plasma and Blood Management businesses. However the Interventional Technologies division continues to struggle leading to a guidance cut for the Hospital segment. Overall the strength in the core business is more than making up for the"
X Link 2025-11-06T12:48Z 5000 followers, XXX engagements
"$THR Q2 2026 earnings: Strong recovery and guidance raise overshadow flat orders. Thermon delivered a very strong quarter recovering well from Q1 delays. Revenue growth and margin expansion were both impressive leading management to raise full-year guidance for profitability. The company is successfully managing tariff impacts and has secured its first order in the promising new data center market. The only weak spot was a slight decline in organic orders which is a key metric to watch going forward. 🐂 : Bulls will celebrate the excellent execution. Revenue grew XX% and Adjusted EBITDA"
X Link 2025-11-06T14:11Z 5000 followers, XXX engagements
"$DNUT Q3 2025 earnings: Turnaround shows early signs of life but the road ahead is long. The third quarter shows clear progress on Krispy Kreme's turnaround plan. Management is successfully cutting costs and improving profitability after exiting the failed McDonald's partnership. The dramatic jump in adjusted EBITDA and the return to positive free cash flow are significant victories. However this was heavily aided by a one-time insurance payment and underlying U.S. sales remain weak showing that the consumer environment is still challenging. 🐂 Bulls will celebrate the strong execution on"
X Link 2025-11-06T15:03Z 4997 followers, XXX engagements
"$LMAT Q3 2025 earnings: Strong adjusted profits and a bottom-line guidance raise overshadow a slight trim to the annual sales forecast. LeMaitre posted a solid quarter with results beating expectations across the board. The numbers were boosted by a one-time tax credit but even after adjusting for this profitability was very strong. The international launch of their Artegraft product continues to accelerate and is a major growth driver. While the company slightly lowered the high end of its full-year sales guidance it significantly raised its forecast for margins and earnings per share"
X Link 2025-11-06T21:15Z 5000 followers, XXX engagements
"$DOCS Q2 2026 earnings: - - . Doximity reported an excellent second quarter significantly beating its own forecasts for revenue and profitability. The company saw its revenue growth speed up meaningfully compared to the last quarter. It also raised its financial outlook for the full year signaling strong business momentum and easing prior concerns about a slowdown. 🐂 : Bulls will focus on the impressive re-acceleration in year-over-year revenue growth to XX% a big jump from XX% in the prior quarter. This performance combined with a nearly XX% adjusted EBITDA margin and a significant raise"
X Link 2025-11-06T21:24Z 5002 followers, XXX engagements
"$CARG Q3 2025 earnings: Core Marketplace Accelerates as Wholesale Shutdown Nears Completion The company delivered strong Q3 results beating the midpoint of its guidance for the core Marketplace business. Growth was driven by solid execution in both the U.S. and international segments with continued dealer additions and rising spend per dealer. The wind-down of the CarOffer wholesale business is progressing as planned removing a major source of volatility and financial drag. Management demonstrated significant confidence by accelerating its share repurchase program. 🐂 points to a focused"
X Link 2025-11-06T21:52Z 5002 followers, XXX engagements
"$CIVI Q3 2025 earnings: Strong operational quarter overshadowed by major merger announcement. Civitas delivered results that beat expectations on production and costs while executing on its promised share buyback program. However the simultaneous announcement of a merger with SM Energy and the cancellation of guidance and the earnings call will be the market's primary focus. 🐂 Bulls will focus on the excellent standalone results this quarter. Production grew strongly while costs came down leading to a significant increase in free cash flow. Management also followed through decisively on its"
X Link 2025-11-06T22:21Z 5000 followers, XXX engagements
"$DIOD Q3 2025 earnings: Revenue growth continues but margins remain the weak spot. Diodes reported another quarter of solid revenue growth meeting its guidance with a XX% year-over-year increase. However the persistent issue of weak gross margins not only continued but worsened coming in below the company's forecast. Strong performance in the lower-margin computing segment driven by AI demand is overshadowing a slower-than-expected recovery in the more profitable automotive and industrial markets. While cash flow was very strong the outlook points to a sequential revenue dip and only a slight"
X Link 2025-11-06T22:28Z 4999 followers, XXX engagements
"$CERT Q3 2025 earnings: Software and Profitability Shine but Services Bookings Flash a Warning Sign. Certara delivered a mixed quarter. Revenue growth was solid and the company showed strong cost control leading to an increase in full-year profitability guidance. However a sharp slowdown in total bookings driven by a significant decline in the services segment raises serious concerns about future revenue growth. 🐂 rests on strong software performance and impressive profitability. Software revenue grew XX% (6% organically) and the company successfully launched its new AI-enabled product"
X Link 2025-11-06T22:38Z 4998 followers, XXX engagements
"$PAR Q3 2025 earnings: Sequential ARR Growth Rebounds Reaffirming Mid-Teens Trajectory. PAR delivered a solid quarter of execution showing renewed momentum after last quarter's guidance reduction. The key positive was the significant acceleration in sequential ARR growth which helps validate management's strategy of focusing on larger deals. The company also reached a major milestone by generating positive operating cash flow. 🐂 likes the strong sequential ARR addition of $XXXX million a sharp rebound from last quarter. This suggests the growth slowdown may have bottomed out. Bulls will"
X Link 2025-11-06T23:11Z 5002 followers, 1049 engagements
"$QNST Q1 2026 earnings: Beat and Lower Guide Obscures Underlying Trends; New Buyback Adds Support QuinStreet reported results that beat its prior guidance for the first quarter but provided a weaker-than-expected forecast for the upcoming second quarter. Despite the near-term caution management reiterated its full-year growth targets implying a significant acceleration in the second half of the year. The company also announced a new $XX million share repurchase program signaling confidence in its long-term outlook and financial strength. 🐂 rests on the company beating its Q1 targets"
X Link 2025-11-06T23:28Z 4999 followers, XXX engagements
"$TDS Q3 2025 earnings: Transformation in motion as fiber build accelerates and buybacks begin. This is the first look at the "new" TDS now a more focused fiber and tower company after selling its wireless business. The results show strong progress on its strategic goals. The fiber buildout which is the company's main growth engine accelerated significantly. The company also started returning cash to shareholders through buybacks and announced a large new program. However the financial statements are complex right now due to the massive changes making it a bit difficult to see the underlying"
X Link 2025-11-07T13:19Z 4998 followers, XXX engagements
"$ERO Q3 2025 earnings and call: Operational records and a surprise high-margin cash source from stockpiles signal a strong second half though growth asset costs rise. Ero Copper delivered a strong operational quarter setting a new consolidated copper production record driven by the continued ramp-up at Tucum and consistent performance at Caraba. The company also unveiled a significant new value driver: the sale of high-grade gold concentrates stockpiled at Xavantina over the past decade. This initiative is expected to provide a substantial low-cost cash infusion over the next 12-18 months"
X Link 2025-11-08T10:47Z 5000 followers, XXX engagements
"$RDNT Q3 2025 earnings: Strong operational momentum continues driving another beat and raise. RadNet reported another quarter of record results with revenue and profit growth accelerating. The core Imaging Center business saw very strong volume growth especially in higher-margin advanced scans. The newer Digital Health segment is growing rapidly boosted by a recent acquisition though its profitability is lagging for now. Management raised its financial forecast for the third time this year signaling strong confidence in the business outlook. 🐂 Bulls will focus on the accelerating growth in"
X Link 2025-11-10T14:07Z 4994 followers, XXX engagements
"$IMVT Q2 2026 earnings: Pipeline Progress Tempered by Key Trial Readout Delay Immunovant reported progress across its main drug candidate IMVT-1402 and highlighted a strong cash position. However this was overshadowed by a notable delay in releasing results for its other drug batoclimab. The company is spending more on research leading to a wider net loss but says it has enough cash to last into 2027. 🐂 : The pipeline for the main drug IMVT-1402 continues to advance across six different diseases with promising early data in Graves' disease. The company's cash runway is strong providing"
X Link 2025-11-10T14:12Z 4997 followers, XXX engagements
"$GEVO Q3 2025 earnings: Operations Prove Viable but SAF Goals and Cash Burn Temper Enthusiasm Gevo delivered a second consecutive quarter of positive Adjusted EBITDA proving the value of its North Dakota and RNG operations. Strong progress continues on monetizing carbon and tax credits with a major multi-year carbon removal deal signed. However the company reported a net loss and saw a significant decrease in its cash balance. The focus for its large-scale jet fuel ambitions has shifted to a smaller more manageable project with a timeline stretching into mid-2026 for a final investment"
X Link 2025-11-10T21:54Z 4998 followers, XXX engagements
"$BEEP Q3 2025 earnings: Guidance Cut on Persistent Headwinds Overshadows Balance Sheet Progress The quarter shows a company successfully executing on its long-term strategic financial plan but struggling with near-term operational realities. While the new ABS financing and progress on asset sales are significant positives for the balance sheet they are overshadowed by a substantial guidance cut driven by continued weakness in the high-margin transient parking business. The core issue remains that the "temporary" disruptions from last quarter are proving to be more severe and persistent than"
X Link 2025-11-10T22:28Z 5002 followers, XXX engagements
"$DHX Q3 2025 earnings: DHI Group delivered a mixed quarter. The company showed excellent control over its expenses leading to much better-than-expected profitability and higher full-year profit guidance. However the core problem of declining sales continued. Bookings which indicate future revenue weakened across both the Dice and ClearanceJobs segments raising concerns about future growth. 🐂 Bulls will celebrate the impressive operational performance. Management's cost-cutting strategy is clearly working pushing the company's adjusted EBITDA margin to a strong 32%. Dice despite its"
X Link 2025-11-10T22:33Z 4998 followers, XXX engagements
"$FTHM Q3 2025 earnings: Strong growth and sustained profitability overshadowed by guidance withdrawal. Fathom delivered another quarter of strong top-line growth driven primarily by last year's acquisition of My Home Group. The company achieved its second consecutive quarter of positive Adjusted EBITDA a significant milestone. However profitability remains razor-thin and the company raised cash via a dilutive stock offering. The decision to again withhold future guidance creates significant uncertainty. 🐂 Bulls will focus on the impressive XX% year-over-year revenue growth and the fact that"
X Link 2025-11-11T21:58Z 4998 followers, XXX engagements
"$TIC Q3 2025 earnings: NV5 integration progresses amid steady results; full-year outlook reaffirmed. This was a complex but foundational quarter for TIC Solutions dominated by the integration of its transformational merger with NV5. Reported revenue and earnings grew substantially due to the acquisition. The key positive development was an increase in the cost synergy target signaling early integration success. However underlying organic growth was nearly flat. Management showed confidence by reaffirming its full-year guidance which implies a strong final quarter for the year. 🐂 : The NV5"
X Link 2025-11-12T12:45Z 5000 followers, 1700 engagements
"$INVZ Q3 2025 earnings: New OEM Win & Strong Revenue Growth Drive Progress But Cash Burn Remains a Focus Innoviz reported a strong quarter of commercial execution highlighted by significant revenue growth and a new series production win with a major commercial vehicle OEM for Level X autonomous trucks. Unit shipments ramped up as guided and the company unveiled its next-generation InnovizThree LiDAR. However cash burn increased from the prior quarter and the company began using its ATM facility to bolster its balance sheet keeping liquidity a key point of focus. 🐂 Bulls will celebrate the"
X Link 2025-11-12T13:44Z 5002 followers, 1651 engagements
"$ASND Q3 2025 earnings: YORVIPATH launch drives company to first operating profit. A stellar launch for YORVIPATH continues to exceed expectations pushing Ascendis to its first-ever quarterly operating profit a major financial milestone. This strength overshadowed flat performance from SKYTROFA. The pipeline remains on track with a key FDA decision for TransCon CNP expected this month. 🐂 : The YORVIPATH launch is a resounding success establishing a clear blockbuster trajectory. Achieving operating profitability and positive cash flow so early in the launch de-risks the company's financial"
X Link 2025-11-12T21:15Z 4998 followers, XXX engagements
"$GROW Q1 2026 earnings: Investment gains drive a return to profitability but the core business still operates at a loss. A strong quarter on the surface with the company swinging to a solid net profit. However this was driven entirely by gains on its own investments not by its main business of managing funds which continued to lose money. On the positive side investors are returning to the company's gold funds and the strong balance sheet continues to support dividends and share buybacks. 🐂 Bulls will focus on the headline net income of $XXX million ($0.12 per share) a significant"
X Link 2025-11-12T22:22Z 4998 followers, XXX engagements
"$PAGS Q3 2025 earnings: Banking Growth Offsets Payments Weakness Margin Pressure Looms. PagBank delivered solid EPS growth demonstrating the success of its strategic shift towards banking. Strong growth in the banking and credit segments combined with disciplined cost control successfully offset weakness in the core payments business. However rising interest rates significantly squeezed gross profit margins leading to a guidance cut on that metric for the full year. The company remains committed to shareholder returns and announced a significant leadership succession plan. 🐂 The strategic"
X Link 2025-11-12T23:33Z 4998 followers, 1410 engagements
"$PLX Q3 2025 earnings: Profitability Maintained Despite Flat Revenue and a Regulatory Setback Protalix reported a financially stable quarter remaining profitable with flat year-over-year revenue. The results confirm management's prior warnings about lumpy ordering patterns from commercial partners which makes quarterly results hard to predict. The most significant development was negative news from European regulators on a more convenient dosing schedule for Elfabrio which could hurt its competitive position. Meanwhile the company is moving forward with its next potential drug for gout"
X Link 2025-11-13T12:01Z 4996 followers, XXX engagements
"$VIA Q3 2025 earnings: Strong operational progress as path to profitability becomes clearer. Via delivered a solid quarter of strong revenue growth and significant margin improvement. The results show good operational leverage and a clear trend towards profitability on an adjusted basis. However a much wider GAAP net loss driven by one-time financing charges clouds the headline numbers. Guidance for the fourth quarter points to continued margin improvement but a slowdown in revenue growth. 🐂 Bulls will focus on the impressive XX% year-over-year revenue growth and the major improvement in"
X Link 2025-11-13T12:06Z 4998 followers, XXX engagements
"$LIEN Q3 2025 earnings: Record Originations and NII Beat Drive Solid Quarter Chicago Atlantic reported a strong quarter beating expectations on Net Investment Income (NII) driven by record loan originations. The company's credit quality remains perfect with no non-performing loans. However a high level of loan repayments nearly offset the new investments leading to minimal portfolio growth. The NII beat was also significantly boosted by one-time fees from these early payoffs. 🐂 Bulls will focus on the record $XXXX million in new investments a XX% increase from the prior quarter. Net"
X Link 2025-11-13T12:24Z 4994 followers, XXX engagements
"$BTM Q3 2025 earnings: Strong Quarter Performance Over-Shadowed By Alarming Guidance Bitcoin Depot reported a very strong third quarter significantly beating its own guidance on both revenue and profitability. However this impressive performance was completely overshadowed by a surprisingly weak forecast for the fourth quarter signaling major challenges ahead from new regulations. 🐂Bull case: The company is performing exceptionally well right now. Q3 revenue grew XX% year-over-year and Adjusted EBITDA soared by 75%. They easily beat the guidance they set last quarter. The balance sheet is"
X Link 2025-11-13T13:30Z 4998 followers, XXX engagements
"$LAZR Q3 2025 earnings: Navigating a Liquidity Crisis as Strategic Review Continues The company reported top-line growth that met its prior guidance but this operational detail is completely overshadowed by a severe liquidity crisis. Luminar has suspended its financial outlook hired advisors to explore strategic alternatives including a sale and is currently in forbearance with its lenders after missing interest payments. The appointment of a new highly experienced CFO signals an attempt to navigate this financial distress. 🐂 Bulls can point to the XX% sequential revenue growth which shows"
X Link 2025-11-13T21:37Z 4998 followers, XXX engagements
"$XOS Q3 2025 earnings: Margin Rebound & Cash Flow Strength Overshadow Softer Revenue Xos delivered a solid quarter focused on operational fitness. While revenue and vehicle deliveries dipped slightly from last quarter's record high the company showed significant improvement where it matters most for long-term health. Gross margins recovered strongly cost controls tightened further and the company generated positive free cash flow for the second quarter in a row. These results demonstrate a clear commitment to building a sustainable and profitable business. 🐂 Bulls will focus on the"
X Link 2025-11-13T22:26Z 4998 followers, XXX engagements
"$FUTU Q3 2025 earnings: Accelerating growth and expanding margins paint a powerful picture. Futu Holdings delivered a stellar quarter with accelerating client acquisition and record trading activity driving exceptional revenue and profit growth. The company is demonstrating significant operating leverage with margins expanding to new highs and is on track to comfortably beat its full-year client growth targets. 🐂 * 🟢 Client acquisition momentum has re-accelerated with 254000 new funded accounts added a XX% increase from the prior quarter. This eases a key concern from Q2. * 🟢 Explosive"
X Link 2025-11-18T11:20Z 4998 followers, XXX engagements
"$IQ Q3 2025 earnings: Top-Line Pressures Persist as Company Swings to a Loss iQIYI's third-quarter results reveal a challenging period with revenues declining year-over-year across all business segments and a significant swing from profitability to a net loss. The company's strategic pivot to new initiatives like overseas expansion has yet to offset the persistent weakness in its core membership and advertising businesses which continue to be hampered by a volatile content pipeline. A sharp reversal to negative operating and free cash flow marks a particularly concerning development. 🐂 *"
X Link 2025-11-18T11:50Z 4998 followers, XXX engagements
"$ACM Q4 2025 earnings: Capping a record year with a bold strategic pivot raising long-term targets for margin and growth. AECOM capped off a record fiscal 2025 by exceeding its already-raised guidance driven by stellar performance in its core Americas design business and achieving new highs for full-year margins. The company also announced significant strategic shifts initiating a review of its Construction Management business and setting aggressive new long-term targets. This signals a clear focus on higher-margin less cyclical services powered by investments in Advisory and proprietary AI"
X Link 2025-11-18T12:37Z 5002 followers, XXX engagements
"$JHX Q2 2026 earnings: AZEK Acquisition Drives Growth and Lifts Guidance Amidst Core Business Softness The second quarter results for James Hardie were dominated by the first full quarter of contribution from the newly acquired AZEK business. This acquisition drove a XX% surge in reported revenue masking an underlying X% organic sales decline in the core Siding & Trim segment. While GAAP profitability was hit hard by acquisition-related costs the key story for investors is the company's significant increase in full-year guidance for both sales and adjusted EBITDA signaling a more stable"
X Link 2025-11-18T14:04Z 4998 followers, XXX engagements
"$FLX Q3 2025 earnings: Profitability holds up despite competitive headwinds BingEx (FlashEx) reported third-quarter results showing a continued struggle for top-line growth with revenue falling nearly % year-over-year. The company cited "intensified market competition" as the main culprit for lower order volumes. However the bottom line improved driven by cost controls in R&D and favorable investment income leading to a significant jump in GAAP Net Income and a modest rise in Non-GAAP profit. 🐂 🟢 : Non-GAAP Net Income rose to . (up .% YoY) demonstrating the ability to squeeze profit"
X Link 2025-11-19T11:39Z 4994 followers, XXX engagements
"$WSM Q3 2025 earnings: Williams-Sonoma Inc. continues to separate itself from the pack delivering its third consecutive quarter of positive comparable sales growth. While the broader home furnishings sector struggles with a frozen housing market WSM posted accelerating revenue growth and beat profit expectations. The company is effectively navigating a complex tariff landscapepulling inventory forward and managing costsallowing them to actually raise their full-year margin outlook. 🐂 - : Momentum is accelerating. Comps hit +4.0% (up from +3.7% in Q2 and +3.4% in Q1) with every single"
X Link 2025-11-19T14:33Z 4997 followers, XXX engagements
"$VNET Q3 2025 earnings: Wholesale boom drives another beat and raise (VNET) delivered a robust third quarter characterized by explosive growth in its wholesale segment and improved profitability metrics. The company continues to capitalize on the AI-driven demand for high-performance computing in China leading management to raise full-year guidance for both revenue and Adjusted EBITDA. While the bottom line showed a net loss this was primarily due to non-cash fair value changes rather than operational weakness. 🐂 : Wholesale revenue soared XXXX% year-over-year proving the "Hyperscale"
X Link 2025-11-20T11:27Z 5003 followers, XXX engagements
"$DAO Q3 2025 earnings: Youdao the AI-focused education and marketing subsidiary of NetEase reported mixed third-quarter results. While total revenue returned to growth (+3.6% YoY) thanks to a surge in online advertising the company's profitability deteriorated significantly. Operating income plummeted nearly XX% year-over-year as the revenue mix shifted drastically toward lower-margin advertising services offsetting gains from their "AI-Native" initiatives. 🐂 : Online Marketing Services revenue surged .% driven by strong demand from NetEase games and overseas markets. : "Youdao"
X Link 2025-11-20T11:28Z 4998 followers, XXX engagements
"$STG Q3 2025 earnings: Profitability peaks but growth engine sputters Sunlands Technology Group delivered a quarter defined by a sharp contrast between current profits and future growth indicators. While the company achieved an impressive surge in Net Income and expanded margins by focusing on high-value courses for seniors the top-line story is rapidly deteriorating. New student enrollments and Gross Billingsthe best predictors of future revenueboth contracted year-over-year. Furthermore the companys "revenue store" (deferred revenue) is depleting leading management to guide for a return to"
X Link 2025-11-20T11:44Z 4998 followers, XXX engagements
"$MMS Q4 2025 earnings: Profitability gains and cash flow surge mask revenue stagnation Maximus closed its fiscal year 2025 with a focus on efficiency over expansion. While top-line revenue was flat to slightly down in legacy areas the company delivered a massive cash flow result resolving the collection issues that scared investors in Q3. The company is successfully shifting its mix toward higher-margin Federal work and technology-driven efficiency which is evident in the bullish earnings guidance for FY26 despite a forecasted revenue dip. 🐂 : The terrifying 96-day Days Sales Outstanding"
X Link 2025-11-20T11:57Z 4998 followers, XXX engagements
"$ROST Q3 2025 earnings: Broad-based acceleration crushes estimates tariff fears subside Ross Stores delivered a significant beat-and-raise quarter characterized by a sharp acceleration in sales trends. Comparable store sales surged % 🟢 far outpacing the management's prior guidance of 2-3%. This momentum was driven by strong back-to-school performance and a positive response to the company's value offering. While tariff costs impacted EPS by $XXXX the company raised its full-year outlook signaling confidence that these headwinds are manageable and diminishing heading into the holiday"
X Link 2025-11-20T21:18Z 5002 followers, XXX engagements
"$GPS $GAP Q3 2025 earnings: Core strength offsets tariff drag and Athleta weakness Gap Inc. delivered a strong third quarter that reinforces the success of CEO Richard Dicksons "brand reinvigoration playbook" even as the company navigates significant external and internal headwinds. The narrative is one of divergence: the three legacy brands (Old Navy Gap Banana Republic) are performing exceptionally well posting the 7th consecutive quarter of positive comparable sales for the portfolio. However this strength is masking a deep retrenchment at Athleta and the tangible financial bite of trade"
X Link 2025-11-20T21:32Z 4998 followers, XXX engagements
"$ESE Q4 2025 earnings: ; ESCO Technologies delivered a decisive beat to close its fiscal year 2025 validating management's strategy to reshape the company. With the sale of VACCO Industries complete and the Maritime acquisition fully integrated the Aerospace & Defense segment has become the primary engine of the company. While the Utility segment showed mixed results due to renewable energy headwinds the overall picture is one of accelerating profitability. Management provided an aggressive outlook for 2026 forecasting roughly XX% earnings growth at the midpoint. 🐂 : Management"
X Link 2025-11-20T21:34Z 4998 followers, XXX engagements
"$KEYS Q4 2025 earnings: Acceleration in orders and revenue major guidance beat and a new $XXX billion buyback. 🐂 : Revenue growth hit XX% YoY but the real story is the guidance for Q1 2026 which implies an acceleration to XX% growth. : Orders surged XX% YoY to $XXXX billion significantly outpacing revenue (book-to-bill ratio of 1.08) signaling a strong backlog for 2026. : It is not just AI anymore. The industrial and general electronics segment (EISG) grew X% confirming a cyclical recovery is taking hold alongside secular AI tailwinds. : Management authorized a new $XXX billion share"
X Link 2025-11-24T21:23Z 5002 followers, XXX engagements
"$PFLT Q4 2025 earnings: Portfolio expands but earnings trail dividend PennantPark Floating Rate Capital reported stable Core Net Investment Income (NII) that fell short of its dividend payout for the second consecutive quarter. While the portfolio grew significantly and credit quality remains pristine Net Asset Value (NAV) declined. Management executed significant post-quarter maneuvers to deleverage the balance sheet. PFLT is currently in a transition phase. The company is aggressively originating loansdeploying $XXX million this quarterbut is relying on "spillover income" (undistributed"
X Link 2025-11-24T21:41Z 4998 followers, XXX engagements
"$DKS Q3 2025 earnings: A Tale of Two Retailers Dick's Sporting Goods delivered a split-screen quarter: the core business is accelerating and hitting new highs while the newly acquired Foot Locker business is undergoing a painful expensive gut renovation. The company reported excellent results for its standalone "Dick's Business" posting a .% increase in comparable sales (comps) and raising full-year guidance. However the consolidated results were weighed down by the Foot Locker acquisition completed in September. Management is taking immediate aggressive action to fix Foot Locker termed"
X Link 2025-11-25T12:28Z 5002 followers, XXX engagements
"$CMBT Q3 2025 earnings: ; "" reported a return to profitability in the third quarter after a loss in Q2 though the headline net income is significantly lower than the same period last year. The quarter was characterized by a "soft summer" with seasonally lower freight rates. However the main story is the company's aggressive outlook for Q4 citing a massive rebound in spot rates for its key Tanker and Dry Bulk segments. The company continues its fleet renewal strategy selling older vessels and taking delivery of eco-friendly newbuilds. 🐂 : EBITDA increased significantly to $238.4"
X Link 2025-11-26T09:26Z 4998 followers, XXX engagements
"$ALAR Q3 2025 earnings: - Alarum Technologies delivered massive top-line expansion this quarter proving its pivot to AI data collection is working. Revenue surged XX% from the previous quarter driven by large-scale AI customers. However this growth came with a steep price tag: gross margins collapsed as the company spent heavily on infrastructure to support these new contracts. Management frames this as a deliberate land grab strategy to lock in market share sacrificing current profits for future dominance. 🐂 Explosive Growth: Revenue grew XX% year-over-year and XX% sequentially beating"
X Link 2025-11-26T12:43Z 4994 followers, 1052 engagements
"$ALAR new info from the call: Customer Concentration Quantified: Management revealed that the single largest AI customer contributed approximately $XXX million to $XXX million in revenue (over XX% of total revenue) and the top two customers combined accounted for just over XX% of total revenue. Gross Margin Impact Details: The CEO stated that if the company had fulfilled the quarters demand using only in-house solutions rather than relying on third-party partners for the surge in volume gross margins would have been approximately XX% instead of the reported 56%. Margin Recovery Timeline: The"
X Link 2025-11-26T14:43Z 4994 followers, XXX engagements
"$SLP Q4 2025 earnings: : Simulations Plus met its revised (and lowered) full-year guidance but the fourth quarter revealed significant weakness. Total revenue declined X% year-over-year with both Software and Services segments shrinking. While the company highlights a resilient performance amidst macro headwinds the forward-looking guidance for FY2026 forecasts essentially zero growth (0% to 4%). Management is pivoting the narrative toward a new AI-driven product vision to be unveiled in January likely attempting to reinvigorate investor interest as the core business stalls. 🐂 Balance"
X Link 2025-12-01T21:35Z 5002 followers, XXX engagements
"$CRDO Q2 2026 earnings: Credo Technology Group delivered a stunning performance shattering its previous guidance and reporting the strongest quarterly results in company history. The company is capitalizing heavily on the AI infrastructure boom with revenue nearly quadrupling year-over-year. Management provided a highly aggressive outlook for the next quarter signaling that demand from hyperscalers for connectivity solutions is accelerating rather than stabilizing. 🐂 : Revenue of $268M smashed the previous guidance range of $230M-$240M. : Non-GAAP Net Margin hit XXXX% ($127.8M on $268M"
X Link 2025-12-01T21:48Z 4998 followers, 1089 engagements
"$UNFI Q1 2026 earnings: Efficiency gains outweigh revenue dip in turnaround progress United Natural Foods delivered a strong profitability beat for the first quarter of fiscal 2026 validating management's "efficiency over growth" strategy. While top-line revenue dipped slightly due to planned facility exits the company significantly improved its margins and cash flow profile. The narrative has successfully shifted from a company chasing empty calories (revenue volume) to one focused on nutritional value (margins and cash). 🐂 : Adjusted EBITDA surged .% year-over-year to $XXX million and"
X Link 2025-12-02T12:19Z 5003 followers, XXX engagements
"$WDH Q3 2025 earnings: Profit explosion driven by tech services mix shift Waterdrop Inc. delivered a standout quarter characterized by accelerating revenue growth and a massive surge in operating profitability. The company has successfully shifted its revenue mix relying less on pure insurance brokerage commissions and significantly more on high-margin "technical service income" derived from its AI and risk management capabilities. While marketing spend increased substantially to acquire traffic the return on investment appears high given the triple-digit growth in operating profit. 🐂 :"
X Link 2025-12-03T10:45Z 5003 followers, XXX engagements
"$THO Q1 2026 earnings: Strong start fueled by Motorized segment but full-year outlook remains cautious. Thor Industries delivered a solid first quarter for Fiscal Year 2026 swinging to a profit and posting double-digit revenue growth. The results were driven by exceptional performance in the North American Motorized segment and disciplined margin management in North American Towables. However the European business struggled with profitability and management maintained a conservative full-year outlook citing macroeconomic uncertainty and weak consumer sentiment. 🐂 Bull Case Motorized"
X Link 2025-12-03T12:32Z 4998 followers, XXX engagements
"$PATH Q3 2026 earnings: Agentic AI focus yields revenue acceleration and first GAAP operating profit UiPath delivered a strong quarter characterized by accelerating revenue growth and a significant milestone in profitability. The company reported its first-ever third quarter of GAAP operating profitability validating managements recent efforts to tighten operational rigor. While Annualized Renewal Run-rate (ARR) growth remains stable at XX% revenue growth accelerated to XX% year-over-year. The narrative has shifted heavily toward Agentic Automation supported by a flurry of high-profile"
X Link 2025-12-03T21:35Z 4998 followers, XXX engagements
"$TIGR Q3 2025 earnings: - : UP Fintech (Tiger Brokers) delivered a historic quarter shattering previous records for revenue net income and total client assets. The companys strategic pivotmoving away from chasing raw user numbers to acquiring high-net-worth clientsis paying off significantly. While new user growth volume slowed slightly compared to Q2 the quality of these users exploded driving massive asset inflows. With the full-year user target already met TIGR is currently firing on all cylinders. 🐂 🟢 : Non-GAAP net income nearly tripled YoY to $XXXX million demonstrating massive"
X Link 2025-12-04T10:27Z 4998 followers, 1182 engagements
"$DCI Q1 2026 earnings: Efficiency drives record profits despite trucking headwinds Donaldson Company reported a "beat and raise" quarter characterized by impressive operational discipline. While top-line growth was modest (+3.9%) and weighed down by a severe contraction in the On-Road trucking market the company successfully squeezed significant profitability out of the revenue it did generate. Management raised its full-year profit guidance signaling confidence that cost optimization and strength in Life Sciences and Off-Road markets will offset weakness elsewhere. 🐂 : Despite gross"
X Link 2025-12-04T11:45Z 4998 followers, XXX engagements
"$CM Q4 2025 earnings: High-quality beat to close the fiscal year: accelerating revenue double-digit EPS growth and a massive dividend hike. CIBC delivered a record performance to close Fiscal 2025 characterized by broad-based growth across all business units. The bank successfully navigated the CEO transition from Victor Dodig to Harry Culham (effective Nov 1) without missing a beat. Revenue growth accelerated significantly compared to Q3 driven by margin expansion and volume growth. While credit provisions rose the bank signaled confidence in its future cash flows by announcing a"
X Link 2025-12-04T12:33Z 4998 followers, XXX engagements
"$TD Q1 2025 earnings: : . & TD Bank kicked off its transition year with a complex quarter. While the core Canadian and Wholesale businesses delivered record revenues the bottom line was pressured by the massive costs of cleaning up its U.S. operations. The headline story is the strategic pivot: selling its stake in Charles Schwab to build a fortress balance sheet (14.2% pro forma CET1) and fund a massive $X billion buyback. However management sounded the alarm on trade tariffs taking early credit precautions that could weigh on future results. 🐂 : Following the sale of its Schwab stake"
X Link 2025-12-04T13:31Z 4997 followers, XXX engagements
"$REX Q3 2025 earnings: Consistent profits amid permit delays REX American Resources delivered a solid operational beat in the third quarter marking its 21st consecutive quarter of profitability. Financial results improved significantly on a sequential basis compared to Q2 driven by higher volumes though year-over-year gross profit faced pressure from weaker commodity pricing. The company continues to boast a "fortress balance sheet" with zero debt and a growing cash pile. However the narrative is slightly dampened by another delay in the regulatory timeline for its Carbon Capture and"
X Link 2025-12-04T14:44Z 5003 followers, XXX engagements
"$HOV Q4 2025 earnings: Balance Sheet Victory Income Statement Pain Hovnanian Enterprises delivered a mixed fourth quarter that highlights a transition period for the homebuilder. While the company successfully executed a massive balance sheet restructuringremoving a long-standing overhang by shifting to unsecured debtoperational results softened significantly. The pace over price strategy which fueled growth earlier in the year stalled this quarter with contract volumes falling year-over-year. Management met their own guidance but the near-term outlook involves a painful margin trough in Q1"
X Link 2025-12-04T15:24Z 5002 followers, XXX engagements
"$CM new info from the call: Fiscal 2026 Guidance and Outlook Expense Growth: Management intends to manage expense growth to the mid-single digits for fiscal 2026 a significant moderation from the XX% growth seen in Q4. This target applies to both the all-bank level and specifically to the U.S. region. EPS Outlook: Fiscal 2026 EPS growth is expected to be at the high end or higher than the medium-term target range of X% to 10%. ROE Target: The bank expects to achieve its return on equity (ROE) target of above XX% in fiscal 2026. Credit Guidance: The impaired provision for credit losses (PCL)"
X Link 2025-12-04T17:53Z 4997 followers, XXX engagements
"$TD new info from the call: Strategic Capital Allocation & Buybacks New Buyback Program: Management plans to initiate a new share repurchase program of $6$7 billion after the current $X billion program concludes (expected by the end of Q1 2026). This is intended to effectively return all capital generated from the Charles Schwab stake sale to shareholders. Dividend Policy Change: The bank is moving from an annual dividend review cycle to a semi-annual cycle to better align shareholder returns with earnings growth. Capital Ratio Trajectory: The bank aims to gradually reduce its CET1 ratio"
X Link 2025-12-04T18:10Z 4997 followers, XXX engagements
"$DCI new info from the call: Financials & Guidance Nuances Tariff Impact Reduced: The estimated annualized impact from tariffs has been lowered to approximately $XX million down from the previous estimate of $XX million. Profit Seasonality: Operating profit is heavily weighted toward the second half of the fiscal year (approximately 55%) due to expected volume leverage and the abatement of headwinds from footprint optimization initiatives. Life Sciences Profitability: While the segment is expected to remain profitable in every quarter margins will likely be lower than Q1 levels which"
X Link 2025-12-04T18:14Z 4998 followers, XXX engagements
"$ULTA Q3 2025 earnings: - Ulta Beauty delivered a revenue beat this quarter driven by solid organic growth and the integration of its recent Space NK acquisition. Sales grew double-digits and comparable sales remained strong. However profitability is under pressure. While gross margins improved thanks to lower theft (shrink) heavy spending on the Ulta Beauty Unleashed strategy caused operating expenses to spike resulting in flat Earnings Per Share (EPS) despite the sales jump. Management raised full-year guidance but signaled a deceleration heading into the holiday season. 🐂 Strong Sales"
X Link 2025-12-04T21:15Z 5000 followers, XXX engagements
"$IOT Q3 2026 earnings: Samsara delivered a milestone quarter reporting its first-ever quarterly GAAP net profit ($7.8 million) while maintaining strong top-line growth. Revenue and ARR both grew XX% year-over-year. The company demonstrated significant operating leverage with non-GAAP operating margins expanding nearly 2x compared to last year. While revenue growth has decelerated slightly from prior quarters (from 30-32% down to 29%) the companys ability to move upmarket is accelerating evidenced by a record number of new large customers. 🐂 🟢 : Achieved positive GAAP Net Income ($0.01"
X Link 2025-12-04T21:32Z 4997 followers, XXX engagements
"$CHPT Q3 2026 earnings: Return to growth and balance sheet repair () delivered a "beat and raise" quarter that marks a potential turning point for the company. After struggling with declining revenues in previous periods ChargePoint returned to year-over-year growth exceeding the top end of its own guidance. The company also executed a massive debt reduction strategy immediately after the quarter closed significantly de-risking the financial narrative. While profitability remains an ongoing target record margins and a repaired balance sheet offer a stronger foundation than investors have"
X Link 2025-12-04T21:54Z 5002 followers, XXX engagements
"$KYMR earnings: Kymera Therapeutics: Strong Execution and New Partnership Extend Runway Sharpen Focus on STAT6 Kymera delivered a strong quarter of execution highlighted by positive Phase X data for its lead asset KT-621 (STAT6) that met or exceeded expectations. A new strategic partnership with Gilead and a recent equity raise have bolstered the balance sheet extending the cash runway into late 2028. This provides substantial funding through multiple key clinical readouts. The bull case is significantly strengthened by the clinical de-risking of STAT6 and external validation from the Gilead"
X Link 2025-08-11T11:15Z 5004 followers, XXX engagements
"$SAIL earnings: SailPoint Delivers a Strong Beat-and-Raise Quarter Showcasing Impressive Profitability SailPoint reported excellent Q2 results exceeding its guidance on all key metrics and raising its full-year outlook. The quarter was highlighted by strong ARR growth and a massive beat on operating margin demonstrating significant operating leverage. Bulls will point to the robust XX% ARR growth impressive XX% SaaS ARR growth and a nearly 1000 basis point YoY improvement in adjusted operating margin. The company is successfully navigating its SaaS transition while delivering increasing"
X Link 2025-09-09T11:42Z 5003 followers, 1424 engagements
"$LAKE earnings and call: Record Revenue and Strong Rebound Clouded by Guidance Cut Lakeland reported a mixed but operationally strong quarter. Bulls will point to record revenue a significant acceleration in organic growth (14%) and a massive sequential rebound in margins and Adj. EBITDA proving Q1s weakness was a temporary issue. The long-awaited $3.1M Jolly boot order was also successfully shipped. Bears will focus squarely on the disappointing cut to the full-year Adj. EBITDA guidance driven by persistent tariff-related weakness in the high-margin Latin America region. While the"
X Link 2025-09-09T21:32Z 5003 followers, 1188 engagements
"$RGP earnings: RGP (RGP): Cost Discipline Shines Through Revenue Fog But Top-Line Turnaround Remains Elusive. RGP delivered mixed first-quarter results that highlight a clear divergence between strong operational execution and persistent top-line weakness. The company successfully managed costs beating guidance on gross margin and SG&A which led to a significant improvement in net loss year-over-year. However revenue continues to decline at a double-digit rate in its core US segments signaling that the difficult macro environment is still a major headwind. What Bulls Will Like: RGP is proving"
X Link 2025-10-08T20:42Z 5002 followers, XXX engagements
"$ACI earnings: Albertsons: Solid Execution and a Massive Buyback Signal Confidence Albertsons delivered a solid quarter meeting its decelerated Q2 sales expectations while raising its full-year guidance for both sales and EPS. The results continue to be a story of strategic trade-offs: impressive growth in lower-margin digital and pharmacy channels is funding investments and driving traffic but continues to pressure gross margins. The standout news is the aggressive capital return via a $750M accelerated share repurchase a clear signal of managements confidence in their strategy and the"
X Link 2025-10-14T11:39Z 5004 followers, XXX engagements
"$SNA earnings: Snap-on: Legal Gain Masks Flat Core Earnings Amid Segment Divergence Snap-on reported a solid headline quarter with sales growth returning and EPS beating last years figure. However a significant one-time legal settlement of $XXXX per share accounted for the entire earnings beat suggesting underlying profitability was flat year-over-year. Bulls will champion the powerful acceleration in the Repair Systems & Information (RS&I) segment which posted stellar XXX% organic growth and the stabilization in the Commercial & Industrial (C&I) segment after last quarters sharp decline."
X Link 2025-10-16T12:47Z 5004 followers, XXX engagements
"$CNS earnings: Cohen & Steers: Flow Inflection and Margin Expansion Signal a Turnaround Cohen & Steers delivered a strong quarter beating expectations on the bottom line and more importantly reversing last quarters net outflows. The return to positive flows (+233M vs. -$131M in Q2) was driven by continued strength in open-end funds validating managements commentary last quarter about a rebuilding pipeline. Impressively this top-line recovery was paired with excellent cost control leading to significant operating margin expansion. For Bulls: The flow inflection is the key headline supported by"
X Link 2025-10-17T06:55Z 5002 followers, XXX engagements
"$ALLY earnings: Ally Financial (ALLY): Margin and Credit Strength Pave the Way for Capital Return Questions Ally delivered a very strong quarter handily beating expectations on the back of impressive Net Interest Margin (NIM) expansion and continued credit quality improvement. The results show that the companys focused strategy is paying off with core franchises demonstrating significant momentum. Bulls will point to the XX bps sequential jump in NIM (ex-OID) to XXXX% the improved full-year guidance for charge-offs and a CET1 ratio that has now crossed the XX% mark. Bears may note the slight"
X Link 2025-10-17T11:34Z 5003 followers, 1328 engagements
"$DGX earnings: Quest Diagnostics: Firing on All Cylinders with Accelerating Organic Growth Quest delivered an impressive beat-and-raise quarter silencing concerns about relying solely on acquisitions for growth. The core story is the significant acceleration in organic revenue growth to XXX% well ahead of last quarters 5.2%. This combined with another increase in full-year guidance for revenue and adjusted EPS paints a picture of a company with strong underlying momentum. The massive raise in the cash flow forecast and a major new JV with Corewell Health provide both near-term confidence and"
X Link 2025-10-21T12:05Z 5004 followers, XXX engagements
"$AVY earnings: Avery Dennison: Solid Quarter Beats Guidance but Segment Performance Diverges Avery Dennison (AVY) delivered a solid quarter beating the high end of its adjusted EPS guidance. The bull case is supported by a strong recovery in the high-growth Solutions Group driven by a rebound in Intelligent Labels and continued strong capital returns including a new acquisition. However bears will focus on the deteriorating organic sales in the larger core Materials Group and margin pressure in the growing Solutions segment. The rebound in the strategic growth areas is encouraging but"
X Link 2025-10-22T11:17Z 5002 followers, XXX engagements
"$TDY earnings: Teledyne: Strong Beat and Raise Overshadows Margin Pressure Teledyne delivered a strong quarter handily beating prior guidance and raising its full-year outlook. Record quarterly sales non-GAAP EPS and free cash flow underscore solid execution. The cautious tone from last quarter regarding a short-cycle slowdown proved unwarranted with management now citing a recovery. For bulls the strong results raised guidance and a fortress-like balance sheet (1.4x leverage) are compelling. Bears will point to decelerating organic growth contracting operating margins and a new headwind from"
X Link 2025-10-22T11:26Z 5003 followers, XXX engagements
"$KMI earnings: Natural Gas Strength Overcomes Minor Headwinds; Story Remains Firmly on Track Kinder Morgan (KMI) delivered another strong quarter reinforcing the bullish thesis centered on North American natural gas infrastructure. Results met the high bar set last quarter with adjusted EPS and EBITDA showing solid growth. The highlight was a significant positive turnaround in natural gas gathering volumes directly addressing a key concern from Q2. The balance sheet continues to strengthen evidenced by leverage ticking down to 3.9x and a credit upgrade from Fitch. Bull Case: The company is"
X Link 2025-10-22T20:27Z 5002 followers, 1090 engagements
"$URI earnings: Mixed Quarter: Revenue Raised but Margins and Cash Flow Weaken United Rentals delivered a complex third quarter. While strong demand prompted a raise in full-year revenue and capital spending guidance this was overshadowed by continued margin compression and a significant cut to the free cash flow forecast. The bull case rests on the top-line momentum and managements confidence to invest more heavily in fleet. However the bear case is more compelling this quarter pointing to deteriorating profitability particularly in the high-growth Specialty segment and slowing fleet"
X Link 2025-10-22T20:31Z 5003 followers, XXX engagements
"$GGG earnings: Graco Navigates Soft Markets with M&A and Pricing but Organic Weakness Persists Graco reported a mixed third quarter where headline results boosted by acquisitions and a significant one-time gain masked continued organic softness across its business. While revenue grew X% and reported EPS jumped XX% organic sales declined X% reflecting ongoing weakness in global construction. Managements ability to hold gross margins flat and reiterate full-year organic growth guidance is a positive. However the bull case relies on acquisitions integrating well and a meaningful organic"
X Link 2025-10-22T21:07Z 5003 followers, XXX engagements
"$CHDN earnings: Churchill Downs: HRM Bets Pay Off Driving Record Q3 While Regional Gaming Stalls Churchill Downs (CDI) reported a strong quarter driven by exceptional performance in its Live and Historical Racing segment confirming its aggressive capital deployment into Historical Racing Machines (HRMs) is yielding significant returns. Record Q3 revenue and Adjusted EBITDA were highlights showcasing powerful growth in Virginia and Kentucky. However the results were partially offset by softness in the regional Gaming segment and a notable non-cash impairment charge related to a recent"
X Link 2025-10-22T21:50Z 5003 followers, XXX engagements
"$ALLE earnings: Allegions results show strong execution with M&A amplifying solid organic performance and prompting a guidance raise. This was a very strong quarter for Allegion. Bulls will point to the double-digit revenue growth driven by continued strength in the core Americas Non-Residential business and a surprising turnaround in Americas Residential. The significant contribution from recent acquisitions is now clearly visible and the company raised its full-year outlook for reported revenue and adjusted EPS. Strong cash flow also allows for continued capital deployment. Bears may note"
X Link 2025-10-23T10:41Z 5003 followers, XXX engagements
"$WST earnings: West Pharmaceutical: Strong Quarter with Guidance Raised Again HVP and GLP-1 Fuelling Growth West delivered a strong third quarter beating its revenue and EPS guidance significantly. The core growth engine High-Value Products (HVP) Components accelerated driven by powerful demand from GLP-1 therapies and ongoing Annex X conversions. This momentum led management to raise its full-year 2025 guidance for the second consecutive quarter. Bulls will cheer the strong execution the impressive beat-and-raise and the accelerating contribution from the high-margin GLP-1 category which now"
X Link 2025-10-23T11:04Z 5004 followers, XXX engagements
"$GTX earnings: Garrett Motion: Strong Quarter with Raised Outlook and Enhanced Shareholder Returns Garrett Motion reported a strong third quarter beating expectations on the top and bottom lines raising its full-year guidance and significantly increasing shareholder returns. The results showcase solid operational execution with the company successfully navigating industry crosscurrents like unfavorable product mix while capitalizing on growth opportunities and cost controls. The bull case is significantly strengthened by this quarters performance. For the Bulls: Revenue grew X% (6% at"
X Link 2025-10-23T11:21Z 5003 followers, XXX engagements
"$COUR earnings: Coursera Q3 2025: Consumer Strength & AI Push Mask Enterprise Headwinds Coursera delivered another solid quarter beating its own guidance and raising its full-year revenue outlook. The narrative of renewed execution under CEO Greg Hart is gaining traction with the larger Consumer segment (+13% YoY) firing on all cylinders driven by strong learner growth and the success of the Coursera Plus subscription model. The company is leaning heavily into the AI tailwind highlighted by a new high-profile integration directly into ChatGPT. However this strength is offset by clear weakness"
X Link 2025-10-23T20:22Z 5002 followers, 1108 engagements
"$BKR earnings: IETs Record Quarter and a Transformative Deal Overshadow OFSE Weakness Baker Hughes reported a strong third quarter beating its own EBITDA guidance driven by a spectacular performance in its Industrial & Energy Technology (IET) segment. Record IET orders fueled by major LNG awards propelled the backlog to new highs. However the Oilfield Services & Equipment (OFSE) segment continues to struggle with a softening market posting declining year-over-year results and margin compression. The big news was the announced intent to acquire Chart Industries for $XXXX billion a massive"
X Link 2025-10-23T21:30Z 5004 followers, XXX engagements
"$ITW earnings: ITW: Solid Execution Delivers Record Margins Amid Tepid Growth Illinois Tool Works (ITW) delivered another quarter of impressive operational execution posting record operating margins and strong free cash flow. The company continues to successfully navigate a challenging demand environment by focusing on its internal initiatives. Bulls will point to the record XXXX% operating margin X% adjusted EPS growth and XX% increase in free cash flow as clear evidence that the ITW business model is working. The continued strength in the Automotive OEM segment is another major positive."
X Link 2025-10-24T13:29Z 5005 followers, XXX engagements
"$DQ earnings: Daqo New Energy: Inflection Point Reached as Prices and Volumes Rebound Daqo New Energy reported a strong turnaround in its Q3 results swinging from deep losses to adjusted profitability. The quarter was marked by a significant recovery in polysilicon prices a surge in sales volume that cleared out excess inventory and impressive cost control. The results and guidance suggest the industry downturn may have bottomed out largely thanks to Chinese government intervention to curb irrational competition. For the Bulls: The story is straightforward. Prices are up sales volumes more"
X Link 2025-10-27T11:38Z 5005 followers, 1966 engagements
"$WELL earnings: Welltower Goes All-In with Massive UK Bet and Unprecedented Leadership Lock-up Welltower delivered another strong quarter beating and raising FFO guidance again on the back of robust Seniors Housing Operating (SHO) performance. However the in-quarter results were completely overshadowed by transformative post-quarter announcements. The company is executing a massive portfolio rotation acquiring $XX billion in assets (primarily UK seniors housing) and funding it with $X billion in dispositions (primarily a huge outpatient medical portfolio). Even more striking is a new 10-year"
X Link 2025-10-27T20:36Z 5004 followers, 1022 engagements
"$METC earnings: Ramaco Resources (METC) Q3 2025 Financial Review Q3 2025: Met Coal Resilience Amid Weak Markets REE Acceleration Fully Funded Ramaco delivered Q3 2025 results reflecting highly disciplined Met Coal operations and a major acceleration of the Brook Mine Rare Earth Element (REE) development. The company achieved record liquidity and a net cash position securing funding for its transition into a dual-platform critical minerals company. While Met Coal revenues suffered from weak global pricing management successfully lowered costs and protected margins by cutting volume. The key"
X Link 2025-10-27T21:04Z 5003 followers, 1064 engagements
"$LEG earnings: Execution Amidst Softness: L&P Slashes Debt and Reaffirms Guidance Midpoint Leggett & Platt reported a mixed but solid third quarter. While persistent demand weakness continues to pressure volumes the company is executing well on its strategic priorities. The successful sale of the Aerospace business allowed for a significant debt reduction strengthening the balance sheet considerably. Restructuring benefits are materializing helping to support margins. Managements decision to narrow the guidance range while reaffirming the midpoint signals confidence in their ability to"
X Link 2025-10-27T22:12Z 5002 followers, XXX engagements
"$SHW earnings: Solid Quarter in a Tough Market Core Business Shows Strength Sherwin-Williams delivered a solid third quarter with results coming in at the high end of their sales guidance. The standout performance was in the core Paint Stores Group (PSG) which saw volume growth across all professional segments strongly suggesting market share gains. While the overall demand environment remains challenging (softer for longer) the company is executing well controlling costs and capitalizing on competitor instability. For the Bulls: The strength in the PSG segment is exactly what you want to"
X Link 2025-10-28T11:18Z 5005 followers, XXX engagements
"$XYL earnings: Strong Execution Drives Margin Beat and Substantial Guidance Raise Xylem delivered an impressive third quarter beating its guidance on all key metrics. The results showcase excellent operational execution with record profitability driven by the companys simplification initiatives. This performance gives management the confidence to significantly raise its full-year guidance for both margin and EPS. The bull case is compelling. The magnitude of the beat and raise particularly the XXX bps year-over-year expansion in adjusted EBITDA margin to a record XXXX% demonstrates that the"
X Link 2025-10-28T11:24Z 5004 followers, XXX engagements
"$AOS earnings: North America Strength Cant Fully Offset Chinas Drag Leading to Guidance Cut A. O. Smith reported a solid quarter with strong execution in North America driving a XX% EPS increase. However this strength was overshadowed by a guidance reduction for the full year. For the bulls: North America is performing very well. Sales grew X% and segment margin expanded by XXX basis points proving the company can successfully manage cost inflation with pricing actions. The continued strength in boilers and commercial water heaters is a significant positive. Capital returns remain robust with"
X Link 2025-10-28T11:38Z 5004 followers, XXX engagements
"$ABG earnings: Resilient Service & Cost Control Offset Expected Pressure on New Car Margins The Q3 results show a company executing well in a normalizing market. The defensive strength of the Parts & Service business and disciplined cost control are providing a solid foundation which is what bulls will focus on. However the pressures that were flagged last quarter are now clearly visible in the numbers particularly the decline in new vehicle profitability and persistently weak used vehicle volumes which will be the focus for bears. The balance sheet is more leveraged following the Herb"
X Link 2025-10-28T11:48Z 5002 followers, XXX engagements
"$ZBRA earnings: Solid Beat and Raise Fueled by Tariff Mitigation and New Buyback Plan Zebra Technologies reported strong Q3 results that surpassed guidance on revenue margins and EPS. The company continues to demonstrate excellent execution particularly in managing U.S. import tariffs which are now a smaller headwind than previously feared. This operational strength combined with a newly announced $XXX million share repurchase program should be well-received. For the Bulls: The quarter was a clean beat-and-raise. The full-year outlook for sales and EPS was increased the negative impact from"
X Link 2025-10-28T12:13Z 5004 followers, XXX engagements
"$WPC earnings: Strong Momentum Continues with Raised Guidance and Active Capital Recycling W. P. Carey delivered another solid quarter characterized by strong execution on its capital recycling strategy. The company raised its full-year guidance for both investments and AFFO for the second consecutive quarter. Bulls will highlight the continued momentum the ability to fund accretive acquisitions with well-priced asset sales and the proactive capital management shown by tapping the ATM program for future flexibility. Bears may point to the slight sequential dip in AFFO per share (which was"
X Link 2025-10-28T20:34Z 5004 followers, XXX engagements
"$VLTO earnings: Veralto (VLTO): Solid Beat and Raise Overshadowed by Lingering Margin Pressure Veralto delivered another quarter of consistent execution beating its own EPS guidance and raising the full-year outlook. The results showcase the durability of its business model and strength in North America. However the bull case is tempered by persistent and slightly worsening margin compression in the Product Quality & Innovation (PQI) segment and a notable slowdown in Europe. For the Bulls: Beat & Raise: Q3 Adjusted EPS of $XXXX comfortably beat the high end of guidance ($0.91-$0.95). The"
X Link 2025-10-28T20:55Z 5002 followers, XXX engagements
"$AEP earnings: Growth Story Accelerates Further Shifting Focus to Execution and Funding The bull case for AEP significantly strengthened this quarter. The company not only delivered on its promise to update its capital plan but exceeded expectations by raising it to $XX billion and increasing its long-term growth rate to 7-9%. This is all underpinned by another substantial increase in contracted load. The primary concern and what bears will focus on is the sheer scale of this growth. Financing a plan this large without excessive shareholder dilution or balance sheet strain is now the most"
X Link 2025-10-29T11:09Z 5003 followers, 1226 engagements
"$WSO earnings: Watsco Q3 2025: Strong Execution in a Challenging Market The company is successfully navigating a difficult market demonstrating impressive margin control and cash generation despite declining sales. Bulls will focus on the record gross margin and massive inventory reduction proving the strength of Watscos technology and operational discipline. Bears will point to the continued revenue decline persistent SG&A growth and significant weakness in international markets questioning when top-line growth will resume. For now the bull case on long-term operational strength appears more"
X Link 2025-10-29T12:02Z 5004 followers, XXX engagements
"$CLH earnings: ES Strength Continues but Macro Headwinds Force Guidance Trim Clean Harbors delivered another quarter of impressive margin expansion in its core Environmental Services (ES) segment demonstrating strong operational execution and pricing power. However persistent softness in industrial-facing businesses and broader macroeconomic uncertainty have led to a slight reduction in the full-year EBITDA forecast. While the long-term growth drivers remain intact near-term challenges are becoming more visible. For Bulls: The core ES business is firing on all cylinders marking its 14th"
X Link 2025-10-29T12:04Z 5003 followers, XXX engagements
"Sprouts $SFM Q3 2025 Earnings - Solid Quarter But Guidance Signals a Sharp Slowdown Sprouts delivered a solid Q3 with an earnings beat but this was overshadowed by a miss on comparable sales and a significantly weaker outlook for Q4. The bull case points to strong profit execution and a new $X billion buyback. The bear case which appears more compelling for the near term focuses on the rapid deceleration in comparable sales growth. Key Points: For the Bulls: Q3 EPS of $XXXX comfortably beat the companys guidance ($1.12-$1.16). Management demonstrated good cost control and announced a new"
X Link 2025-10-29T20:50Z 5003 followers, 1731 engagements
"$MAA Q3 2025: Stable Operations Mask Underlying Weakness as Guidance is Trimmed MAA delivered a stable quarter meeting expectations on Core FFO. However this stability is supported almost entirely by strong renewal rates and low turnover masking significant pressure on new lease pricing. While management continues to message an upcoming recovery based on lower supply the negative same-store results and a slight reduction in full-year guidance suggest the challenging environment persists. The bull case relies on this future recovery but the current results give more weight to the bear case."
X Link 2025-10-29T21:19Z 5003 followers, XXX engagements
"$ROG earnings: Rogers Corp. (ROG) Q3 2025 Results: Strong Execution Met with Cautious Outlook Summary A strong beat and raise quarter is overshadowed by a significantly weaker Q4 guide. Rogers delivered results at the high end of its guidance across the board demonstrating excellent execution on cost controls and capturing demand in non-EV markets. This is a solid first step for the new interim CEO. However the outlook for Q4 points to a sharp sequential decline in both sales and margins suggesting underlying market weakness and seasonality will halt the near-term momentum. The bull case is"
X Link 2025-10-29T22:46Z 5003 followers, XXX engagements
"$ASX earnings and call: ASE Technology: Strong Beat and Raise as AI Cycle Intensifies ASE delivered a powerful third quarter beating guidance across the board on both revenue and profitability. The ATM (semiconductor assembly and testing) segment was the star performer hitting record revenues driven by insatiable AI demand for leading-edge services and a stronger-than-expected recovery in the mainstream market. Management raised its full-year outlook and boosted CapEx for the second consecutive quarter signaling strong confidence in momentum carrying into 2026. For the bulls: The quarter was"
X Link 2025-10-30T09:17Z 5005 followers, 1035 engagements
"$WEC earnings: Solid Quarter Driven by Strong Demand; Awaits Crucial Capital Plan Update This was a solid quarter for WEC with results beating the top end of their guidance. The core story remains the strong economic growth and electricity demand in their service area particularly from data centers. For bulls the strong demand growth and earnings beat are clear positives. For bears the major question of how the company will fund this massive growth without significant shareholder dilution remains unanswered until the new capital plan is released. Currently the bull case is more compelling"
X Link 2025-10-30T12:02Z 5004 followers, XXX engagements
"$ARGX earnings: argenx: Strong Beat and Raise; VYVGART Momentum Continues Unabated argenx reported another exceptional quarter with VYVGART sales significantly outpacing previous results demonstrating robust demand and excellent commercial execution. The impressive top-line growth translated into a substantial increase in profitability showcasing strong operating leverage. While the pipeline saw two minor discontinuations the overall progress on key registrational programs remains firmly on track. The bull case is significantly strengthened by this powerful print with the company firing on"
X Link 2025-10-30T12:05Z 5003 followers, XXX engagements
"$WLK earnings: Westlake Q3 2025: Massive PEM Impairment Overshadows HIPs Softening Resilience This was a very tough quarter for Westlake dominated by a significant goodwill impairment that confirms deep-seated issues in the materials (PEM) segment. While the housing (HIP) segment remains profitable it is also showing signs of slowing down. The bear case is compelling as macro headwinds are now clearly visible across both segments and self-help measures may not be enough to offset them in the near term. For the bears: The $XXX million impairment in the North American Chlorovinyls business is a"
X Link 2025-10-30T12:31Z 5004 followers, XXX engagements
"$AAP earnings: Turnaround Accelerates with Strongest Quarter in Two Years This was a significant quarter for Advance Auto Parts providing the strongest evidence yet that the turnaround plan is not only working but gaining momentum. The XXX% comparable sales growth and substantial margin expansion were impressive especially the return to growth in the previously weak DIY segment. Management raised and tightened guidance signaling improved visibility and confidence. The bull case is compelling with operational metrics firing on multiple cylinders. Bears will point to the continued negative free"
X Link 2025-10-30T13:03Z 5003 followers, XXX engagements
"$GEL earnings: Inflection Point Reached But Near-Term Guidance Trimmed. The third quarter was pivotal for Genesis. The company successfully brought its major offshore growth projects online driving strong results in that segment and finally reaching the long-awaited free cash flow inflection point. This is the most important long-term development. However this was partially offset by notable weakness in the Marine segment and another small reduction in full-year guidance. For Bulls: The investment thesis is playing out. The massive multi-year offshore projects are online and ramping as"
X Link 2025-10-30T14:44Z 5003 followers, XXX engagements
"$MSI earnings: Motorola Solutions: Strong Execution and Silvus Integration Fuel Beat-and-Raise Quarter Motorola Solutions reported another outstanding quarter delivering record Q3 revenue earnings and cash flow. The results demonstrated strong execution across the board with particular strength in the Software & Services segment and International markets. The recent Silvus acquisition is off to a strong start contributing to the top line and securing an early international win. The company raised its full-year EPS guidance for the second consecutive quarter signaling strong profitability and"
X Link 2025-10-30T20:19Z 5004 followers, 1129 engagements
"$WY earnings: Weyerhaeuser Q3 2025: Wood Products Collapse Overshadows Portfolio Progress The quarter was defined by two opposing stories. The Wood Products business saw a dramatic collapse in profitability due to falling prices significantly missing the mark. However the company is executing well on its strategic portfolio management and the Real Estate segment outperformed leading to raised full-year guidance for that unit. For the near term the negative story in the core wood business is more powerful. For Bulls: The Real Estate & ENR segment was a bright spot beating Q3 guidance and"
X Link 2025-10-30T20:41Z 5004 followers, XXX engagements
"$IR earnings: Mixed Quarter as P&ST Strength is Offset by Core IT&S Weakness Prompting Guidance Trim A mixed quarter for Ingersoll Rand. Bulls will point to the strong rebound in the P&ST segment continued M&A execution and shareholder returns. However bears will focus on the material weakness in the larger core IT&S segment which saw organic revenue decline and significant margin compression. This weakness forced a trim to full-year guidance particularly for EPS making the bear case more compelling in the near term. Main Financials The third quarter showed top-line growth driven entirely by"
X Link 2025-10-30T21:15Z 5004 followers, XXX engagements
"$ATR earnings: Pharma Strength Masks Broader Slowdown and Guides to a Weaker Q4 Aptar delivered a mixed quarter. The results were headlined by a solid beat on adjusted EPS driven by outstanding performance in the Pharma segment particularly Injectables. However this strength conceals underlying weakness across the rest of the business. Both the Beauty and Closures segments saw core sales stagnate or decline and experienced significant margin pressure. The outlook for Q4 points to a sharp deceleration. The bull case rests entirely on the Pharma segments momentum and the EPS beat. Bears will"
X Link 2025-10-30T21:18Z 5002 followers, XXX engagements
"$AJG earnings: Gallagher Reports Solid Quarter Overshadowed by AssuredPartners Integration Noise Arthur J. Gallagher (AJG) delivered a solid third quarter highlighted by strong top-line growth driven by the landmark acquisition of AssuredPartners (AP) which closed in August. However the initial financial contribution from AP came in significantly below recent estimates raising questions about the near-term integration. The underlying core business remains healthy with steady performance in Risk Management though Brokerage organic growth showed some deceleration. For the Bulls: The"
X Link 2025-10-30T21:29Z 5004 followers, 1074 engagements
"$DXC Q2 FY26: Strong Execution on Costs and Cash But Revenue Turnaround Remains Elusive This was a quarter of disciplined financial management. The company delivered solid results on profitability and free cash flow beating its guidance and raising the full-year cash flow target. However the core challenge of persistent revenue declines remains with a weak quarterly book-to-bill ratio suggesting the path to growth is still uncertain. The bull case rests on strong cost control and cash generation while the bear case points to the lack of tangible progress in stabilizing the top line. For now"
X Link 2025-10-30T21:52Z 5003 followers, XXX engagements
"$NVT earnings: Data Center Growth Fuels Record Quarter and Higher Outlook This was an exceptionally strong quarter for nVent marking their first billion-dollar sales period. The company significantly beat its prior guidance on both revenue and earnings driven by accelerating momentum in its data center and power utility end markets. The bull case is compelling: organic growth is accelerating sharply the full-year outlook was raised again and record backlog provides strong visibility. The bear case is minor but present focusing on margin contraction year-over-year likely due to acquisition mix"
X Link 2025-10-31T10:48Z 5003 followers, XXX engagements
"$AON earnings: Aon Delivers Strong Quarter with Accelerating Growth and Margin Beat Aon reported a strong third quarter showing clear momentum in its core operations. Organic growth accelerated and the company delivered a significant beat on margin expansion demonstrating effective execution of its Aon United strategy. While adjusted EPS growth slowed this was due to below-the-line items not weakness in the core business. The bull case is compelling as the results reaffirm confidence in the companys full-year targets and position it well for 2026. For the Bulls: Organic revenue growth"
X Link 2025-10-31T10:53Z 5004 followers, XXX engagements
"$SXT earnings: Sensient Technologies (SXT) Q3 2025: Color Group Shines Guidance Raised The company reported another strong quarter driven by exceptional performance in the Color Group. This strength offset continued but expected weakness in Agricultural Ingredients. Managements confidence is reflected in the upgraded guidance for profitability reinforcing the positive outlook. The bull case centered on margin expansion and the massive natural colors opportunity is gaining momentum. Bears will point to the revenue softness in Flavors and a slowdown in Asia Pacific but these seem secondary to"
X Link 2025-10-31T11:25Z 5004 followers, XXX engagements
"$POR earnings: Portland General Electric: Data Center Demand Powers Solid Quarter Execution is Key PGE delivered a strong third quarter beating last years results on the back of continued robust demand from data centers. The company also secured a key regulatory win for its Seaside battery project providing a clear path for cost recovery. While guidance was reaffirmed the focus remains squarely on execution across multiple large-scale resource procurements and ongoing cost management initiatives. The bull case driven by high-tech load growth and regulatory progress appears compelling though"
X Link 2025-10-31T12:08Z 5003 followers, XXX engagements
"$GWW earnings: Solid Quarter & Improved Outlook Obscured by UK Exit This was a solid quarter for Grainger on an operational basis. The company effectively navigated the margin pressures that were a key concern last quarter leading to an improved full-year outlook for profitability and EPS. This positive core performance was overshadowed by a large non-cash impairment charge related to the decision to exit the U.K. market. For the Bulls: The key concern from Q2margin pressurehas eased. Management raised its full-year guidance for gross margin operating margin and EPS. This demonstrates strong"
X Link 2025-10-31T12:12Z 5003 followers, XXX engagements
"$HESM Q3 2025 earnings: A solid quarter overshadowed by the suspension of a key growth project. The company delivered strong operational results beating the high end of its adjusted EBITDA guidance. Shareholder returns also continued as promised with another $XXX million buyback and an increased distribution. However the surprise announcement that the Capa gas plant project is suspended and removed from future plans is a significant negative. This action cuts near-term spending but raises serious questions about the long-term growth outlook for the company under its new sponsor Chevron. 🐂 "
X Link 2025-11-03T13:07Z 5002 followers, XXX engagements
"$ALX Q3 2025 earnings: Revenue decline from vacancy masks FFO beat but a major loan default clouds the outlook. Alexander's reported a mixed quarter. Revenue and Net Income fell year-over-year primarily due to a major lease expiration. However Funds from Operations (FFO) a key metric for REITs saw a slight increase thanks to significantly lower interest expenses. The main story is the company's failure to repay a $XXX million mortgage which has now moved into restructuring talks with lenders creating significant uncertainty. 🐂 * FFO per diluted share rose to $XXXX from $XXXX a year ago"
X Link 2025-11-03T14:41Z 5003 followers, XXX engagements